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Entry Level Financial Advisor Training Jobs (NOW HIRING)

Principal

Entry-Level Financial Advisor

Kalamazoo, MI · On-site

$76K/yr

Accelerate your development through hands-on training, mentorship from experienced leaders, and ... successful Financial Advisor • Learn how to identify and connect with prospective clients to ...

Principal

Entry-Level Financial Advisor

Indianapolis, IN · On-site

$76K/yr

Accelerate your development through hands-on training, mentorship from experienced leaders, and ... successful Financial Advisor • Learn how to identify and connect with prospective clients to ...

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69.60K - $130K/yr

Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a ...

New York Life

Entry Level Financial Advisor

Raleigh, NC

$69.60K - $130K/yr

Comprehensive professional training with TAS (Training allowance Subsidy)Competitive benefits plus Residuals Trails and RenewalsPension Plan* (Only 2% of the Corporations in America still offer a ...

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.

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Entry Level Financial Advisor Training information

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$36K

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$144K

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

As of Jun 1, 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
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Principal

Kalamazoo, MI • On-site

$76K/yr

Full-time

Retirement

Posted 9 days ago

Principal Financial Group rating

8.5

Company rating: 8.5 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

86th of 259 rated insurance

Job description

Description
Are you ready to start building a financial practice-without needing prior experience?
Today's technology-powered by AI-handles much of the research, prospecting, and administrative work that used to slow new advisors down. That means you can focus on what truly drives success from day one: building relationships, growing your confidence, and helping clients achieve meaningful financial outcomes.
At Principal, we specialize in developing new advisors and helping them succeed in the business market. You'll gain access to innovative solutions for small and mid-sized businesses across retirement, benefits, and asset management-all while learning how to apply them in real-world situations. In this role, you'll leverage Principal's platform and AI‑enabled tools to prospect more effectively and uncover opportunities within the business community.
What You'll Do:
  • Use AI‑powered prospecting tools to identify businesses that may benefit from your outreach-eliminating the guesswork of where to start
  • Begin building and growing your own client base within the small and mid-sized business market
  • Learn to use advanced technology to prepare for meetings, uncover insights, and confidently engage with clients
  • Accelerate your development through hands-on training, mentorship from experienced leaders, and AI‑driven coaching

Responsibilities
• Participate in training and development programs while building the skills needed to become a successful Financial Advisor
• Learn how to identify and connect with prospective clients to begin building your network and client base
• Gather and understand basic financial information to help support client conversations and planning
• Assist in developing personalized financial strategies with guidance from experienced advisors and leadership
• Provide thoughtful, client-focused support and recommendations as you grow into a trusted financial resource
Qualifications
• Requires a Bachelor's degree in business administration, finance, or other work/sales related experience
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• We will sponsor candidates for FINRA Series 7/66 required registrations

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