ZipRecruiter

Log In

1

Financial Advisor In Training Jobs in California

cathaybank

Assistant to Financial Advisor

Cupertino, CA

$21.63 - $25/hr

Arrange customer seminars and branch employee training. * Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions. * Prepare ...

cathaybank

Assistant to Financial Advisor

Millbrae, CA

$21.63 - $25/hr

Arrange customer seminars and branch employee training. * Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions. * Prepare ...

True Path Financial

Financial Advisor

Irvine, CA · On-site

$50K - $150K/yr

Description Financial Advisor - In-Office Position Are you ready to take control of your career and ... Qualifications • No prior experience in finance is required-comprehensive training is provided ...

Cathay Bank

Assistant to Financial Advisor

San Gabriel, CA · On-site

$21.63 - $25/hr

Arrange customer seminars and branch employee training. * Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions. * Prepare ...

Cathay Bank

Assistant to Financial Advisor

Millbrae, CA · On-site

$21.63 - $25/hr

Arrange customer seminars and branch employee training. * Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions. * Prepare ...

Northwestern Mutual

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$70K - $95K/yr

Financial Advisor- Beer Financial Group Becoming a Financial Advisor Becoming a financial advisor ... best-trained sales forces in the country. We are committed to your continued training and ...

Stifel

Financial Advisor Associate

Santa Rosa, CA

The FAA will assist in prospecting new clients to grow the business and should remain current on ... and Firm training and continuing education. * Review and enter all types of unsolicited orders ...

Northwestern Mutual

Financial Advisor

Walnut Creek, 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 ...

Northwestern Mutual

Financial Advisor

San Francisco, 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 ...

Northwestern Mutual

Financial Advisor

La Jolla, CA

$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 ...

Northwestern Mutual

Financial Advisor

San Francisco, 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 ...

next page

Showing results 1-20

All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in California

Financial Advisor In Training information

See California salary details

$35.5K

$100.8K

$142.1K

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

As of Jun 13, 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?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping 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:
Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in California as of June 2026, with employment types broken down into 93% Full Time, and 7% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $100,797 per year, or $48.5 per hour.

Junior Financial Advisor in training

Zapata Private Wealth Group

Upland, CA

$3K - $5K/mo

Full-time

Retirement

Posted 26 days ago

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Employee discounts

Junior Financial Advisor in trainingZapata Private Wealth Group

Upland, CA
Full-Time
Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success. No industry experience requiredjust a strong work ethic and a desire to learn.

About Us

Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.
We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm.
This is more than an administrative role its an opportunity to learn the business, develop real-world skills, and build a long-term career in the financial industry.

Who This Role Is Perfect For

This position is ideal for someone who:
  • Recently graduated with a degree in Finance, Economics, Business, or Financial Services
  • Wants to learn how a successful financial planning firm operates
  • Is interested in eventually building a career in wealth management
  • Is coachable, driven, and eager to grow
What Youll Do

  • Provide administrative support to advisors
  • Assist with client service requests and follow-up
  • Prepare and process paperwork and account documents
  • Maintain accurate client records and systems
  • Manage scheduling, calendars, and appointments
  • Handle client communication (phone, email, follow-up)
  • Support new client onboarding
  • Help maintain an organized and professional office environment
What Youll Learn

  • How a boutique financial planning firm operates
  • Client service and relationship management best practices
  • Industry systems, workflows, and processes
  • The foundation for a long-term career in financial services
No Experience Required Well Train You

You do not need prior financial industry experience.
We will train you on:
  • Our systems and processes
  • How we deliver exceptional client service
  • The approach that drives our firms success
Career Growth & Licensing Support

If obtaining your industry licenses (Series 6, 7, 63, etc.) is part of your career plan, we will support and guide you through that process.

This role is designed to grow into higher-level client service and advisory opportunities over time.
Compensation

  • $36,000 $50,000 base salary (entry-level)
  • $3,000 $5,000 bonus potential
  • Significant long-term income potential once licensed and advancing within the firm
Why Join Zapata Private Wealth Group

  • Hands-on training and mentorship
  • Direct exposure to experienced advisors
  • Learn how a successful boutique firm operates
  • Clear path for career growth in financial services
Apply Today

If you're a recent graduate motivated to start a career in financial services and grow within a firm, wed love to hear from you.