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Financial Advisor In Training Jobs in Kentucky (NOW HIRING)

Robert W Baird & Co

Financial Planner

Bowling Green, KY · Hybrid

$74K - $100K/yr

Support Financial Advisors and Client Specialists in the creation of financial plans and analyses ... The SIE Training and resources to be provided and paid for by Baird * Close attention to detail

Robert W Baird & Co

Financial Planner

Lexington, KY · Hybrid

$75K - $101K/yr

Support Financial Advisors and Client Specialists in the creation of financial plans and analyses ... The SIE Training and resources to be provided and paid for by Baird * Close attention to detail

Robert W Baird & Co

Financial Planner

Louisville, KY · Hybrid

$73K - $98K/yr

Support Financial Advisors and Client Specialists in the creation of financial plans and analyses ... The SIE Training and resources to be provided and paid for by Baird * Close attention to detail

Qk4

Engineer-in-Training

Louisville, KY · On-site

Engineer-In-Training - Transportation Qk4 is seeking early career engineering graduates eager to ... Personal financial advisor consultations at no cost to you. * 401k Retirement plan and employer ...

Qk4

Engineer-in-Training

Louisville, KY · On-site

Engineer-In-Training - Transportation Qk4 is seeking early career engineering graduates eager to ... Personal financial advisor consultations at no cost to you. * 401k Retirement plan and employer ...

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Financial Advisor In Training information

See Kentucky salary details

$31.3K

$88.7K

$125.1K

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

As of Aug 22, 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?

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 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:

Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Kentucky as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $88,706 per year, or $42.6 per hour.

Financial Advisor - Service One Credit Union

LPL Financial

Bowling Green, KY

Full-time

Re-posted 22 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

119th of 151 rated financial services

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Service One Wealth Advisors located at Service One Credit Union in Bowling Green, KY would allow you to join the Investment Program at Service One Wealth Advisors located at Service One Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Service One Wealth Advisors located at Service One Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Service One Wealth Advisors located at Service One Credit Union for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Service One Wealth Advisors located at Service One Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Service One Wealth Advisors located at Service One Credit Union.

Tracking # 1-05026674


Pay Range:48000-50000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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