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Financial Advisor In Training Jobs in Howell, MI

Golden Reserve

Retirement Planner/Financial Advisor

Novi, MI · On-site

$150K - $200K/yr

... financial professionals we hire. Some of the key reasons advisors choose Golden Reserve include ... In a short period of time, we have grown to more than 40 offices across nine states-and we're just ...

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All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Howell, MI

Financial Advisor In Training information

See Howell, MI salary details

$33.7K

$95.6K

$134.8K

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

As of Jul 27, 2026, the average yearly pay for financial advisor in training in Howell, MI is $95,575.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,200.00 and $122,600.00 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 cities near Howell, MI are hiring for Financial Advisor In Training jobs? Cities near Howell, MI 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 Howell, MI as of July 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $95,575 per year, or $45.9 per hour.
Financial Advisor (Licensed)

Financial Advisor (Licensed)

Main Financial Group LLC

Brighton, MI • On-site

Contractor

Posted 16 days ago

Job description

Financial Advisor (Licensed)

Compensation: Performance-based compensation structure with uncapped earnings and significant upside
Location: Brighton, MI. Primarily in-office with limited travel

Overview

We are seeking a Financial Advisor to join a growing, client-focused firm. This role is designed for individuals committed to building long-term client relationships, delivering comprehensive financial guidance, and developing a scalable book of business.

This opportunity is best suited for someone with a builder mindset who wants access to qualified opportunities, structured support, and a clear path to production.

Key Responsibilities

  • Build, manage, and retain a book of business through client relationships and referrals
  • Engage with firm-provided, pre-qualified prospects across events, referrals, and media channels
  • Deliver financial planning and investment guidance aligned with client goals
  • Execute within a structured client process designed to drive consistent outcomes
  • Collaborate with internal resources on case design and planning strategies
  • Maintain compliance and stay current on industry trends

Qualifications

  • Active Series 65 or 66 license
  • Active Life and Health license
  • Clean U4/U5 record
  • 3+ years of financial services experience preferred
  • Strong communication skills and professional presence
  • Self-motivated with a high level of accountability

What We Provide

  • Uncapped earning potential with a competitive payout structure
  • Initial base and draw support during ramp period
  • Consistent flow of qualified, pre-screened opportunities
  • A structured and proven client acquisition process
  • Full support including appointment setting, marketing, administrative processing, and client service
  • Access to paraplanning and CPA support
  • Collaborative, growth-focused environment

Work Environment & Growth

  • Based in Brighton headquarters or Livonia office
  • Occasional travel for meetings or client needs, estimated under 10 percent
  • Clear path to build, scale, and sustain a high-producing book of business over time

Why Join

This platform is designed to combine independence with infrastructure. Advisors have the ability to build and own their book of business while leveraging consistent opportunity flow, operational support, and a defined process that drives results.