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Entrylevel Financial Advisor Training Jobs (NOW HIRING)

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.

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 ...

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.

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 ...

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Entrylevel Financial Advisor Training information

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$31.5K

$48.4K

$69.5K

How much do entrylevel financial advisor training jobs pay per year?

As of Jun 22, 2026, the average yearly pay for entrylevel financial advisor training in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 per year, depending on experience, location, and employer.
What cities are hiring for Entrylevel Financial Advisor Training jobs? Cities with the most Entrylevel Financial Advisor Training job openings:
What states have the most Entrylevel Financial Advisor Training jobs? States with the most job openings for Entrylevel Financial Advisor Training jobs include:

Entry-Level Financial Advisor

Hudnall Capital Advisors

Greenville, SC • On-site

$75K/yr

Full-time

Posted 8 hours ago


Job description

Description
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Bachelor's degree in business administration, finance, or related field is required
• CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required