$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... In-office with limited hybrid flexibility after training period #J-18808-Ljbffr
$85K - $95K/yr
Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... In-office with limited hybrid flexibility after training period #J-18808-Ljbffr
$75K - $100K/yr
This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will ...
$75K - $100K/yr
This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will ...
$75K - $90K/yr
Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This position is ...
$75K - $90K/yr
Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This position is ...
Financial Advisor
Bowling Green, KY · 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
Bowling Green, KY · 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
Louisville, KY · 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
Louisville, KY · 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
Louisville, KY · 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
Louisville, KY · 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
Louisville, KY · 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
Louisville, KY · 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
Bowling Green, KY · 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
Bowling Green, KY · 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 ...
Financial Advisor
Lexington, KY · 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
Lexington, KY · 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
Louisville, KY · 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
Louisville, KY · 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 ...
Financial Advisor
Louisville, KY · 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
Louisville, KY · 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
Louisville, KY · On-site
$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
Louisville, KY · On-site
$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
Louisville, KY · 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
Louisville, KY · 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
$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
Louisville, KY · On-site
$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
Louisville, KY · On-site
$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
Lexington, KY · 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
Lexington, KY · 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
Bowling Green, KY · On-site
$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
Bowling Green, KY · On-site
$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 In Training information
See Kentucky salary details
$31.3K - $39.8K
3% of jobs
$39.8K - $48.3K
3% of jobs
$48.3K - $56.8K
10% of jobs
$56.8K - $65.4K
9% of jobs
$65.6K is the 25th percentile. Wages below this are outliers.
$65.4K - $73.9K
11% of jobs
$73.9K - $82.4K
8% of jobs
The median wage is $88K / yr.
$82.4K - $91K
11% of jobs
$91K - $99.5K
10% of jobs
$99.5K - $108K
10% of jobs
$110.1K is the 75th percentile. Wages above this are outliers.
$108K - $116.5K
8% of jobs
$116.5K - $125.1K
19% of jobs
$31.3K
$88.7K
$125.1K
How much do financial advisor in training jobs pay per year?
As of Sep 15, 2026, the average yearly pay for financial advisor in training in Kentucky is $88,706.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $113,800.00 per year, depending on experience, location, and employer.
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 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 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 popular job titles related to Financial Advisor In Training jobs in Kentucky?
For Financial Advisor In Training jobs in Kentucky, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Kentucky look for?
The top searched job categories for Financial Advisor In Training jobs in Kentucky are:
Associate Financial Advisor in Issaquah, Washington
On-site
Jambalaya Group
$85K - $95K/yr
Other
Medical, Retirement, PTO
Posted 16 days ago
Key responsibilities
Partner with senior advisors in client meetings and progressively take the lead on client relationships
Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
Coordinate materials, action items, and execution to ensure exceptional client experience
Job description
Associate Financial Advisor (AFA)
#J-18808-LjbffrLocation: Issaquah, WA | Full-Time
Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?
Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team.
This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.
About the PracticeWe serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships —not transactional sales.Our culture is collaborative, entrepreneurial, and client-first.We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.
Key Responsibilities Client Relationship Development & Ownership- Partner with senior advisors in client meetings and progressively take the lead on client relationships
- Build long-term relationships through proactive communication and personalized planning support
- Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
- Translate complex concepts into clear, actionable guidance for clients
- Coordinate materials, action items, and execution to ensure exceptional client experience
- Work closely with advisors and staff to deliver consistent, high-quality service
We welcome applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Ideal Candidate Profile Required Qualifications- Bachelor’s degree
- Minimum of 3+ years of client-facing financial services experience
- Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed.
- Washington Life & Health preferred
- Ameriprise experience, (not required)
- Strong relationship-builder who enjoys working directly with clients
- Organized, detail-oriented, empathetic, and confident
- Comfortable engaging new clients and growing relationships
- Seeking a long-term role with increasing responsibility and partnership potential
- Thrives in a collaborative, entrepreneurial practice environment
Base Salary: Competitive starting range of $85,000–$95,000 (commensurate with experience). Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.
Benefits Include:- Health insurance
- Simple IRA retirement plan
- Paid time off and paid holidays
Schedule: Monday–Friday, standard business hours (no evenings or weekends) Work Environment: In-office with limited hybrid flexibility after training period