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Financial Advisor In Training Jobs in Justin, TX

New York Life Insurance

Be Seen First

Financial Advisor

Frisco, TX · On-site

$60K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

We are so committed to training that we'll subsidize it in your first two full-time contract years ... financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth ...

Vanguard

Financial Advisor

Dallas, TX

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites ... training opportunities will equip you with the skills and knowledge needed to excel in your role ...

Corebridge Financial

Financial Advisor - Dallas, TX

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Do you seek to improve the lives of others in your community? Join Corebridge Financial. We are searching for a Financial Advisor to provide a personalized retirement and financial planning ...

TEKsystems

Financial Advisor

Fort Worth, TX · Hybrid

$63K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Financial Advisor/Client Service Representative to support existing clients through a combination ... Support clients in managing day-to-day finances while developing plans to build lifetime assets.

Thrivent

Financial Advisor - Fort Worth

Fort Worth, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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 ...

Thrivent

Financial Advisor - Dallas/Tyler

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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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Showing results 41-60

All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Justin, TX

Financial Advisor In Training information

See Justin, TX salary details

$42.5K

$120.6K

$170.1K

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

As of Aug 17, 2026, the average yearly pay for financial advisor in training in Justin, TX is $120,619.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,600.00 and $154,700.00 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 cities near Justin, TX are hiring for Financial Advisor In Training jobs?

Cities near Justin, TX 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 Justin, TX as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $120,619 per year, or $58 per hour.

Financial Advisor

New York Life Insurance

Frisco, TX • On-site

$60K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 24 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Are you a leader who has the following traits?

• Competitive

• Entrepreneurial

• Coachable

• Communicative

• Self-disciplined

• Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for...

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer...

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services, estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

Company Description

Why New York Life? From industry-leading training programs to a premier compensation package, New York Life provides world-class support for our financial professionals and future leaders. Our North Dallas General Office in Frisco is one of the fastest-growing in the country, offering a high-energy, entrepreneurial environment backed by 175+ years of stability.

Our extensive local and national resources include:
- NYLIC University: A comprehensive training program providing career-long support, including tuition reimbursement for advanced professional designations.

- Specialized Support Teams: Access to the Advanced Planning Group and Eagle Strategies for high-level case design.

- The Nautilus Group: An exclusive resource for qualifying agents to serve high-net-worth clients and complex business needs.

- Product Consultants: Highly trained experts on-site to assist with client acquisition and customized financial solutions.

We are committed to your professional development and long-term success. You can view our full benefits package at: nylbenefits.com/agents