Junior Financial Advisor in training
Upland, CA · On-site
$3.0K - $5.0K/mo
Bonus based on performance * Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group
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Junior Financial Advisor in training
Upland, CA · On-site
$3.0K - $5.0K/mo
Bonus based on performance * Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group
Associate Financial Advisor (Foster City)
Foster City, CA · On-site
$85K - $115K/yr
Hybrid (50%/month) Job Summary The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and ...
Associate Financial Advisor (Foster City)
Foster City, CA · On-site
$85K - $115K/yr
Hybrid (50%/month) Job Summary The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... best-trained sales forces in the country. We are committed to your continued training and ...
Financial Advisor
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... best-trained sales forces in the country. We are committed to your continued training and ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Irvine, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Los Angeles, CA · On-site
$61K - $300K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Los Angeles, CA · On-site
$61K - $300K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Long Beach, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Long Beach, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
$61K - $85K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
$61K - $85K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Los Angeles, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Los Angeles, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
La Jolla, CA · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
La Jolla, CA · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Corona, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Corona, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Ontario, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Ontario, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... best-trained sales forces in the country. We are committed to your continued training and ...
Financial Advisor
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... best-trained sales forces in the country. We are committed to your continued training and ...
Financial Advisor
Roseville, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Roseville, CA · On-site
$61K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Sacramento, CA · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
Sacramento, CA · On-site
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor
$137K - $250K/yr
... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...
Financial Advisor In Training information
See California salary details
$35.5K - $45.2K
3% of jobs
$45.2K - $54.9K
3% of jobs
$54.9K - $64.6K
10% of jobs
$64.6K - $74.3K
9% of jobs
$74.5K is the 25th percentile. Wages below this are outliers.
$74.3K - $84K
11% of jobs
$84K - $93.7K
8% of jobs
The median wage is $100K / yr.
$93.7K - $103.4K
11% of jobs
$103.4K - $113K
10% of jobs
$113K - $122.7K
10% of jobs
$125.2K is the 75th percentile. Wages above this are outliers.
$122.7K - $132.4K
8% of jobs
$132.4K - $142.1K
19% of jobs
$35.5K
$100.8K
$142.1K
How much do financial advisor in training jobs pay per year?
As of Jul 27, 2026, the average yearly pay for financial advisor in training in California is $100,797.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.
What is the difference between Financial Advisor In Training vs Financial Planner?
| Aspect | Financial Advisor In Training | Financial Planner |
|---|---|---|
| Certifications | Typically working towards certifications like CFP or Series 7 | Often holds certifications like CFP, CFA, or Series 7 |
| Work Environment | Entry-level, supervised training in financial firms | Client-facing, independent or team-based advisory roles |
| Job Responsibilities | Assisting with client research, learning financial planning processes | Developing comprehensive financial plans, advising clients |
Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.
What are the key skills and qualifications needed to thrive as a Financial Advisor In Training, and why are they important?
To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.
What is a Financial Advisor In Training?
A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.
What types of mentorship and training can I expect as a Financial Advisor In Training?
As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are popular job titles related to Financial Advisor In Training jobs in California? For Financial Advisor In Training jobs in California, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in California look for? The top searched job categories for Financial Advisor In Training jobs in California are:
What cities in California are hiring for Financial Advisor In Training jobs? Cities in California with the most Financial Advisor In Training job openings:
$3.0K - $5.0K/mo
Full-time
Retirement
Posted 11 days ago
Job description
Benefits:
Junior Financial Advisor in trainingZapata Private Wealth Group
- 401(k)
- Bonus based on performance
- Employee discounts
Junior Financial Advisor in trainingZapata Private Wealth Group