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Financial Advisor In Training Jobs in Canton, GA

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Financial Advisor

Atlanta, GA · On-site

$70K - $100K/yr

We are seeking a Financial Advisor who is interested in leading a highly respected advocacy and referral company expand into financial advisory services and to help build and grow this new offering ...

HomeTrust Bank

Financial Advisor

Alpharetta, GA

Job Summary The Financial Advisor offers appropriate investment products to existing and ... Attend and actively participate in sales meetings, training initiatives, and planning sessions ...

HomeTrust Bank

Financial Advisor

Alpharetta, GA · On-site

Job Summary The Financial Advisor offers appropriate investment products to existing and ... Attend and actively participate in sales meetings, training initiatives, and planning sessions ...

Peachtree Planning

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Financial Advisor

Atlanta, GA · On-site

$60K - $100K/yr

Guide individuals and business owners in planning for retirement, investments, insurance, and more ... Paid Training & Professional Development * Referral Program * Life Insurance * Retirement Plan Why ...

Thrivent

Financial Advisor - Atlanta, GA

Atlanta, GA · On-site

Here, you'll make an impact in the lives of the people you serve, helping them build, grow and ... We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses ...

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All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Canton, GA

Financial Advisor In Training information

See Canton, GA salary details

$34K

$96.4K

$136K

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

As of Aug 7, 2026, the average yearly pay for financial advisor in training in Canton, GA is $96,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,800.00 and $123,700.00 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 job categories do people searching Financial Advisor In Training jobs in Canton, GA look for? The top searched job categories for Financial Advisor In Training jobs in Canton, GA are:
What cities near Canton, GA are hiring for Financial Advisor In Training jobs? Cities near Canton, GA with the most Financial Advisor In Training job openings:
Financial Advisor In Training jobs near you

Financial Advisor

Innovative Outsourcing

Alpharetta, GA

$130K - $150K/yr

Full-time

Re-posted 12 days ago

Job description

Job Description Innovative Outsourcing is excited to partner with our client, Your Wealth Advisors, to hire a client-focused Financial Advisor to join this dynamic and rapidly growing boutique investment and wealth management firm. As an important part of the team, you will provide top-notch investment and wealth management advice tailored specifically to clients' needs and will be located at their newest office location in Cumming, GA. This is a great location for people commuting from Sandy Springs, Roswell, Alpharetta, Canton, Jasper, etc.

They are looking for a high energy, driven and savvy financial professional who imbodies their "work hard, play hard" philosophy. A major differentiator in working for this company is that the owner eliminates the need for advisors to prospect for their own business. Through company-driven marketing efforts such as TV, radio, and live events, advisors are provided with qualified leads and full calendars, allowing them to focus solely on closing business.

No more struggling with lack of lead generation or sales support. If you are the type of professional who knows they would thrive with this support and is motivated to succeed and looking for a high-reward position, this is the company for you. Location: Onsite, Cumming, GA Schedule: Full Time Compensation & Financial Support: First-Year Target Earnings: $130,000 - $150,000+ earning potential (Composed of uncapped commissions and performance bonuses) Ramp-Up Structure: $60,000 - $90,000 draw to secure your baseline cash flow during your transition.

The Fuel: 100% company-provided, pre-set, qualified client appointments (No cold-calling or self-prospecting required). Requirements: Series 65 and/or Series 7 & Series 66 / Life and Health License for GA Job Description: As a Financial Advisor with Your Wealth Advisors, you'll have the opportunity to create customized financial plans while building meaningful, long-term relationships with clients. The ideal candidate will have a solid grasp of financial concepts and products, estate planning, Fixed Index Annuities while ensuring that our clients receive exceptional guidance aligned with their financial aspirations.

Key Responsibilities: Develop and maintain strong client relationships to foster trust and ensure repeat business. Educate clients on Fixed Indexed Annuities, their benefits, and suitability for their financial goals. Conduct thorough financial needs assessments to develop customized investment strategies.

Manage client accounts, providing ongoing support and service. Stay updated on market trends and regulatory changes related to annuities and investment products. Collaborate with internal teams to ensure seamless integration of services.

Meet or exceed sales targets and contribute to the overall growth of the company. Qualifications: Bachelor's degree 2-4 years experience in sales of Investments and Annuities, Estate Planning is a plus Valid state insurance license (life and annuity). Series 65 or Series 66 license preferred.

Proven experience in financial sales, preferably in an advisory role. Strong understanding of Fixed Indexed Annuities and investment products. Excellent communication, presentation, and interpersonal skills.

Ability to work independently and as part of a team in a fast-paced environment. Strong ethical standards and a commitment to client satisfaction.

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