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Financial Advisor In Training Jobs in New Boston, TX

Sonic Drive-In

Manager in Training (MIT)

Texarkana, TX · On-site

$16 - $20.25/hr

The Manager in Training (MIT) position requires participation in a structured program designed to develop comprehensive knowledge of Sonic restaurant operations, including finance, staff management ...

Guernsey Holdings LLC

Manager in Training (MIT)

Texarkana, TX · On-site

$16 - $20.25/hr

The Manager in Training (MIT) position requires participation in a structured program designed to develop comprehensive knowledge of Sonic restaurant operations, including finance, staff management ...

CVS Health

Store Manager In Training

Texarkana, TX · On-site

$18.50 - $26.25/hr

The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare ... financial wellbeing of colleagues and their families. The benefits for this position include ...

CVS Health

Store Manager In Training

Texarkana, AR · On-site

$18.50 - $26.25/hr

The Store Manager In Training (SMIT) job is a development focused role that is crafted to prepare ... financial wellbeing of colleagues and their families. The benefits for this position include ...

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All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in New Boston, TX

Financial Advisor In Training information

See New Boston, TX salary details

$32.8K

$93K

$131.2K

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

As of Aug 18, 2026, the average yearly pay for financial advisor in training in New Boston, TX is $93,042.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,300.00 and $119,300.00 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 New Boston, TX are hiring for Financial Advisor In Training jobs?

Cities near New Boston, 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 New Boston, 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 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $93,042 per year, or $44.7 per hour.

Financial Advisor

Express Employment Professionals

Texarkana, AR • On-site

$75K - $100K/yr

Full-time

Medical

This job post has expired today. Applications are no longer accepted.

Job description

Financial Advisor

Location: Texarkana, TX
Schedule: Monday–Thursday, 8:00 AM–5:00 PM | Friday, 8:00 AM–3:00 PM
Salary: $75,000–$100,000/year (Based on Experience)

Express Employment Professionals is assisting a well-established financial services firm in Texarkana, TX, in their search for a Financial Advisor to join their team. This is an excellent opportunity for an experienced advisor who enjoys building relationships, creating customized financial strategies, and helping clients achieve their long-term financial goals.

The ideal candidate will be a licensed advisor with 3+ years of experience who is looking to grow within a team environment. This person will initially assist an established advisor with an existing book of business while developing the skills, relationships, and client base needed to eventually build and manage their own book of business.

Responsibilities:
  • Gather client information and evaluate financial goals, priorities, and concerns to develop a deep understanding of each client’s unique needs.
  • Create and support personalized financial strategies designed to help clients achieve their short- and long-term objectives.
  • Meet regularly with clients to track progress toward goals, identify additional needs, and proactively address changing circumstances.
  • Build trusted relationships with clients and prospective clients through consistent communication and exceptional service.
  • Partner with clients’ professional teams, including attorneys, accountants, and trust professionals, to gain a complete understanding of their financial goals and circumstances.
  • Research portfolio performance, investment fees, asset allocation, and portfolio construction to provide informed recommendations.
  • Review investment strategies and make recommendations that align with client objectives and suitability requirements.
  • Assist in managing an existing book of business while actively developing and growing a personal client base over time.
Qualifications:
  • Active financial advisor license required.
  • Minimum of 3 years of experience as a Financial Advisor or in a similar investment advisory role.
  • Series 66 license required.
  • Series 7 license preferred but not required.
  • Strong knowledge of investment products, portfolio construction, and financial planning concepts.
  • Excellent communication, relationship-building, and client service skills.
  • Ability to work independently while collaborating effectively with a team.
  • Strong attention to detail and commitment to helping clients achieve their financial goals.
Benefits:
  • Company pays 50% of employee health insurance premiums.
  • Monday–Friday schedule with an early Friday afternoon schedule.
  • Competitive salary of $75,000–$100,000/year based on experience.
  • Opportunity to grow an established career while developing your own client portfolio.
  • Supportive team environment with long-term career growth opportunities.

If you are an experienced Financial Advisor looking for an opportunity to expand your career while making a meaningful impact with clients, we would love to hear from you!

#SRGTexarkana #TexarkanaSRG

PandoLogic. Keywords: Financial Advisor, Location: Texarkana, AR - 71854 , PL: 603791661
Express Employment Professionals logo

About Express Employment Professionals

Sourced by ZipRecruiter

Express Employment Professionals, based in Oklahoma City, OK, USA, operates in the staffing industry and is renowned for providing robust and reliable staffing solutions. Their official website - expresspros.com - details their variety of services, which include temporary and full-time staffing, human resources services, and professional search. The company was established in 1983 with the aim of helping as many people as possible to find good jobs, and since then, it has grown exponentially, expanding its reach to various domains within the job market.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Oklahoma City, OK, US

Social media

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