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Entry Level Financial Advisor Jobs in Fishers, IN

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

New

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entry Level Financial Advisor information

See Fishers, IN salary details

$33.7K

$95.6K

$134.8K

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

As of Aug 1, 2026, the average yearly pay for entry level financial advisor in Fishers, IN is $95,598.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $122,600.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, depending on the firm's requirements and client base. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 30 too old to become a financial advisor?

Entry level financial advisor roles are open to individuals of various ages, including those starting later in life. Success in the field depends on acquiring necessary certifications like the Series 7 and 66, developing relevant skills, and gaining experience, regardless of age.

How to become a financial advisor without experience?

Entry level financial advisors can start by obtaining relevant certifications such as the Series 7 or Series 66, which are often required by employers. Gaining knowledge of financial planning, investment products, and client service skills through online courses or internships can also help build a foundation for the role.

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 foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an entry level financial advisor do?

An entry-level financial advisor helps clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often using tools like financial software. This role typically requires strong communication skills and may involve obtaining certifications such as the Series 7 or Series 66.

How to be a financial advisor with no experience?

To become an entry-level financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 66, and develop strong communication and analytical skills. Entry-level roles often provide on-the-job training, and gaining knowledge of financial planning software and industry regulations can improve your prospects.

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

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including commissions and bonuses based on client acquisition and sales performance. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 66 to enhance earning potential.
What are the most commonly searched types of Financial Advisor jobs in Fishers, IN? The most popular types of Financial Advisor jobs in Fishers, IN are:
What are popular job titles related to Entry Level Financial Advisor jobs in Fishers, IN? For Entry Level Financial Advisor jobs in Fishers, IN, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Fishers, IN look for? The top searched job categories for Entry Level Financial Advisor jobs in Fishers, IN are:
What cities near Fishers, IN are hiring for Entry Level Financial Advisor jobs? Cities near Fishers, IN with the most Entry Level Financial Advisor job openings:
Infographic showing various Entry Level Financial Advisor job openings in Fishers, IN as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $95,598 per year, or $46 per hour.

Entry-Level Financial Advisor

Principal

Indianapolis, IN

$76K/yr

Full-time

Re-posted 10 days ago


Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

90th of 300 rated insurance


Job 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
Compensation:

$76,000 at plan earnings


Responsibilities:
  • Partner with experienced advisors and leadership to strengthen your expertise and provide exceptional client experiences
  • Utilize digital tools and data insights to prepare for client meetings and deliver personalized financial guidance
  • Analyze client financial information to help develop customized strategies aligned with their goals
  • Provide exceptional service and ongoing support while building trust and establishing yourself as a valued financial resource
  • Complete a structured training program focused on financial planning, business development, and client relationship management
  • Identify and connect with prospective clients using AI-powered technology, networking, and community engagement
  • Build and grow a client base by developing relationships, networking, and connecting with prospective clients

Qualifications:
  • Experience in sales, customer service, account management, recruiting, business development, retail leadership, or other relationship-driven roles is preferred
  • Self-motivated with a strong desire to learn and grow
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
  • Interest in financial planning, wealth management, and helping clients achieve long-term financial success
  • Strong communication and interpersonal skills
  • Demonstrated ability to build trust and develop professional relationships

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.


What Principal Financial Group employees say

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