The FAA will assist in prospecting new clients to grow the business and should remain current on ... and Firm training and continuing education. * Review and enter all types of unsolicited orders ...
The FAA will assist in prospecting new clients to grow the business and should remain current on ... and Firm training and continuing education. * Review and enter all types of unsolicited orders ...
Financial Advisor Associate
Houston, TX · On-site
The FAA will assist in prospecting new clients to grow the business and should remain current on ... and Firm training and continuing education. * Review and enter all types of unsolicited orders ...
Financial Advisor Associate
Houston, TX · On-site
The FAA will assist in prospecting new clients to grow the business and should remain current on ... and Firm training and continuing education. * Review and enter all types of unsolicited orders ...
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
$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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
$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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
$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
$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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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
Houston, TX · 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 In Training information
See Humble, TX salary details
$31.1K - $39.6K
3% of jobs
$39.6K - $48K
3% of jobs
$48K - $56.5K
10% of jobs
$56.5K - $65K
9% of jobs
$65.2K is the 25th percentile. Wages below this are outliers.
$65K - $73.5K
11% of jobs
$73.5K - $82K
8% of jobs
The median wage is $87.5K / yr.
$82K - $90.4K
11% of jobs
$90.4K - $98.9K
10% of jobs
$98.9K - $107.4K
10% of jobs
$109.5K is the 75th percentile. Wages above this are outliers.
$107.4K - $115.9K
8% of jobs
$115.9K - $124.3K
19% of jobs
$31.1K
$88.2K
$124.3K
How much do financial advisor in training jobs pay per year?
As of Aug 27, 2026, the average yearly pay for financial advisor in training in Humble, TX is $88,194.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,800.00 and $113,100.00 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 job categories do people searching Financial Advisor In Training jobs in Humble, TX look for?
The top searched job categories for Financial Advisor In Training jobs in Humble, TX are:
What cities near Humble, TX are hiring for Financial Advisor In Training jobs?
Cities near Humble, TX with the most Financial Advisor In Training job openings:
Financial Advisor Associate
Houston, TX
Stifel •
Commercial Banking • 201 - 500 employees201 - 500 employees
8.3
Based on 22 frontline employees who took The Breakroom Quiz
People enjoy working here
Good employer
Respectful managers
Uninterrupted breaks
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 27 days ago
Job description
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends.
- Engage with clients and prospects to identify their financial profile and provide clients with investment services that will align with their objectives and tolerance, and will help them achieve their financial goals.
- Maintain a thorough and current understanding of client needs and goals to make suitable recommendations and implement investment strategies in the client's best interest.
- Perform portfolio evaluations and monitor portfolio performance against client objectives.
- Collaborate with the Financial Advisor in prospecting new clients to grow the business through networking, referrals, and participation in industry related seminars and events; domestic travel may be required.
- Stay current with market trends as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education.
- Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
- Solicit orders to clients at the direction of the Financial Advisor.
- Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
- Use independent judgement and discretion to determine the unique needs of each client.
- Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships.
- In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
- Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients.
- Integrity to perform job functions ethically within the boundaries of the regulatory environment.
- Minimum Required: Bachelor's Degree or a combination of education and experience.
- Minimum Required: 5+ years' Financial Services/Brokerage experience
- Minimum Preferred: Series 7 and Series 63 or 66 or must obtain with 3 months from start date.
- Note: If required by state for advisory business Series 63 and 65 or Series 66.
- Proficient in Microsoft 365.
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
About Stifel Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Saint Louis, MO, US
Year founded
2007
