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Financial Advisor In Training Jobs in Leo, IN (NOW HIRING)

Thrivent

Financial Advisor

Fort Wayne, IN

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 ...

F&M Bank

Financial Advisor

Fort Wayne, IN · On-site

Attend Office meetings in designated market area to provide training to staff. * Cross sell F&M Bank products and services. * Complete continuing education to maintain securities and insurance ...

Clearwater Private Wealth Advisors

Be Seen First

Associate Advisor

Fort Wayne, IN · On-site

$75K - $100K/yr

Role Overview Our Associate Advisors play a key role in delivering exceptional client experience ... Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC ...

Aston Carter

Advisor-Financial Management

Fort Wayne, IN · On-site

$105K - $183K/yr

Job Title: Advisor-Financial Management We are seeking a Financial Expert Advisor to guide ... Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required.

Aston Carter

Advisor-Financial Management

Fort Wayne, IN · On-site

$105K - $183K/yr

Job Title: Advisor-Financial Management We are seeking a Financial Expert Advisor to guide ... Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required.

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Financial Advisor In Training information

See Leo, IN salary details

$30.5K

$86.5K

$122K

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

As of Sep 9, 2026, the average yearly pay for financial advisor in training in Leo, IN is $86,507.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $111,000.00 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 Leo, IN are hiring for Financial Advisor In Training jobs?

Cities near Leo, IN 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 Leo, IN as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 16% Part Time, and 1% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $86,507 per year, or $41.6 per hour.

Financial Advisor - Leo, IN

Leo, IN • On-site

Advisor Talent Solutions
See more jobs at Advisor Talent Solutionsexternal

Full-time

Medical, Life, Retirement

Re-posted 16 days ago

Job description

Financial Advisor
Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build a client base
  • Persuasive ability

Minimum Requirements:
  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
  • Experience with Redtail/CRM preferred, but not required

Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managing money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist the main Advisor with meeting individual and team goals
  • No cold calls; we provide access to the best leads

Salary:
Based on experience
Benefits:
  • Health Insurance Stipend
  • 401k
  • PT0

Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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