ZipRecruiter

Log In

1

Financial Advisor In Training Jobs in Virginia (NOW HIRING)

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr ...

Northwestern Mutual

Financial Advisor

Mclean, VA · 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

Virginia Beach, VA · 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 ...

Northwestern Mutual

Financial Advisor

Reston, VA

$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

Richmond, VA

$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

Reston, VA · 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

Fairfax, VA · 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

Mclean, VA · 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

Richmond, VA · 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

Richmond, VA

$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

Virginia Beach, VA · 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 Virginia

Financial Advisor In Training information

See Virginia salary details

$35.7K

$101.3K

$142.8K

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

As of Jun 15, 2026, the average yearly pay for financial advisor in training in Virginia is $101,258.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $129,900.00 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 Virginia? For Financial Advisor In Training jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Virginia look for? The top searched job categories for Financial Advisor In Training jobs in Virginia are:
What cities in Virginia are hiring for Financial Advisor In Training jobs? Cities in Virginia 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 Virginia as of June 2026, with employment types broken down into 91% Full Time, 4% Part Time, and 5% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $101,258 per year, or $48.7 per hour.
Financial Advisor

Financial Advisor

Advisor Group

Falls Church, VA • On-site

$90K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Financial Relationship Advisor Opportunity in Financial Services
Financial Advisor
Location(s):
Falls Church, VA: 3120 Fairview Park Dr suite 230, Falls Church, VA 22042
Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $90,000 - 108,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high-net-worth client relationships.
Responsibilities:
  • Supports Wealth Advisors in delivering comprehensive financial planning and investment solutions.
  • Serves as a point of contact for operational and planning needs on client accounts.
  • Drafts and maintains financial plans, investment policy statements, performance reports, and client deliverables.
  • Collaborates with internal specialists and third-party professionals to implement planning and investment strategies.
  • Prepares for and participates in client meetings with increasing levels of direct client interaction.
  • Demonstrates proficiency in financial planning software, Excel, and CRM systems.
  • Applies strong understanding of investment principles, tax basics, estate planning concepts, and retirement fundamentals.
  • Translates data into clear, client-facing recommendations.
  • Manages planning workflows and supports multiple advisors across high-net-worth relationships.
  • Serves as a pipeline for the Wealth Manager position.

Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
  • 2-4 years of experience in wealth management, financial planning, or client services within the financial services industry.
  • Progress toward CFP, CFA, CPA, or JD designation.
  • Strong written and verbal communication skills.
  • High attention to detail and strong organizational skills.
  • Proficiency with planning and CRM software.
  • Ability to collaborate within a team environment and manage multiple priorities effectively.

Preferred Requirements:
  • Experience in preparing financial plans and supporting client meetings.
  • Strong technical aptitude and willingness to expand planning knowledge.
  • Ability to articulate planning concepts clearly to clients and internal stakeholders.

Current Employees and Contractors Apply Here
Advisor Group logo

About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

FacebookTwitter

View All Advisor Group Jobs

Apply