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Entry Level Financial Advisor Training Jobs (NOW HIRING)

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

Baird

Financial Advisor in Training

Yakima, WA · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

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Entry Level Financial Advisor Training information

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How much do entry level financial advisor training jobs pay per year?

As of Jul 14, 2026, the average yearly pay for entry level financial advisor training in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need a foundational understanding of finance and economics, typically supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and progress toward certifications like the Series 7 or Series 66 is often required. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for accurately assessing client needs, providing tailored advice, and succeeding in a competitive financial services environment.

What are some common challenges faced by entry-level financial advisors during the initial training period?

During the initial training period, entry-level financial advisors often encounter challenges such as building a client base from scratch, mastering complex financial products, and adapting to a highly regulated environment. Balancing the need to meet sales targets while developing trusted client relationships can also be demanding. However, most firms provide structured mentorship, comprehensive training programs, and ongoing support to help new advisors build confidence and develop the necessary skills for long-term success.

What is an entry level financial advisor training program?

An entry level financial advisor training program is a structured educational and practical experience designed to prepare individuals for a career as a financial advisor. These programs typically offer coursework in financial planning, investment strategies, client communication, and regulatory compliance, as well as mentorship and hands-on experience. Trainees may also study for relevant certifications, such as the Series 7 or CFP, while gaining exposure to real-world client interactions. The goal is to equip participants with the knowledge and skills necessary to advise clients on financial matters and build a client base.

What is the difference between Entry Level Financial Advisor Training vs Financial Advisor?

AspectEntry Level Financial Advisor TrainingFinancial Advisor
CertificationsOften includes CFP, Series 7, Series 66Requires certifications like CFP, Series 7, Series 66
Work EnvironmentTraining programs, mentorship, entry-level rolesClient meetings, financial planning, portfolio management
Employer & Industry UsageUsed by firms to prepare new advisorsPracticing professionals providing financial advice

Entry Level Financial Advisor Training is a preparatory phase focusing on education and skill development for aspiring financial advisors. In contrast, a Financial Advisor is a professional actively providing financial planning and investment advice to clients. The training helps individuals meet certification requirements and gain industry knowledge, while experienced advisors serve clients directly. Both roles often require similar certifications and work within the same industry environment.

What cities are hiring for Entry Level Financial Advisor Training jobs? Cities with the most Entry Level Financial Advisor Training job openings:
What are the most commonly searched types of Financial Advisor Training jobs? The most popular types of Financial Advisor Training jobs are:
Entry Level Financial Advisor Training jobs near you
Financial Advisor in Training

Financial Advisor in Training

Baird

Merritt Island, FL • On-site

Full-time

Re-posted 4 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings

What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four-year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members

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