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Financial Advisor In Training Jobs in Provo, UT (NOW HIRING)

Complete Family Protection

Financial Advisor

Lehi, UT · On-site

$75K/yr

This position is based in our office and serves clients nationwide through telephone and video ... on Training Mon-Fri Schedule Career Growth Opportunities Responsibilities Conduct retirement ...

Complete Family Protection

Financial Advisor

Lehi, UT · On-site

$75K/yr

This position is based in our office and serves clients nationwide through telephone and video ... and training from experienced industry leaders Ability to serve clients nationwide rather than ...

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All JobsFinancial Advisor In Training JobsFinancial Advisor In Training Jobs in Provo, UT

Financial Advisor In Training information

See Provo, UT salary details

$34.1K

$96.6K

$136.2K

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

As of Aug 12, 2026, the average yearly pay for financial advisor in training in Provo, UT is $96,615.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,900.00 and $123,900.00 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 job categories do people searching Financial Advisor In Training jobs in Provo, UT look for? The top searched job categories for Financial Advisor In Training jobs in Provo, UT are:
Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Provo, UT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $96,615 per year, or $46.4 per hour.

Financial Advisor

Farm Bureau Financial Services

Sandy, UT • On-site

$72K - $100K/yr

Full-time

Life, Retirement

Re-posted 19 days ago

Job description

Are you passionate about making a real difference in people's lives by helping them secure their financial future? Farm Bureau Financial Services in Sandy, Utah, is looking for a dedicated and enthusiastic Financial Advisor to join our growing team. We believe that everyone deserves access to sound financial guidance, and we're committed to providing just that. As a Financial Advisor with us, you'll have the opportunity to build meaningful relationships with clients, understand their unique aspirations, and craft personalized strategies to help them achieve their dreams. You'll be empowered with the resources and support needed to succeed, working in a collaborative environment that values integrity and client-centric service. This isn't just about selling products; it's about becoming a trusted partner, guiding individuals and families through life's financial journey with confidence and clarity. If you're driven by a desire to help others build a more secure tomorrow, we invite you to explore this rewarding opportunity in beautiful Sandy, Utah.

Responsibilities

Build and maintain a strong client base by proactively identifying and reaching out to prospective clients.

Conduct comprehensive financial needs analyses for individuals and families.

Develop personalized financial plans, including investment, retirement and insurance planning strategies.

Educate clients on financial products and services, explaining features, benefits, and risks.

Monitor client portfolios and market trends, making recommendations for adjustments as needed.

Foster long-term relationships with clients through regular communication and proactive service.

Collaborate with other professionals to ensure a holistic approach to client financial well-being.

Stay current with industry regulations, market developments, and new financial products.

Requirements

-Relevant licenses (e.g., Series 6, 63, 7, 65, or 66) or willingness to obtain them within a specified timeframe.

-Life and Health Insurance licenses or willingness to obtain within a specified timeframe.

-Property and Casualty Insurance licenses or willingness to obtain within a specified timeframe.

-Proven experience in financial planning, sales, or a client-facing role preferred.

-Exceptional communication and interpersonal skills, with the ability to explain financial concepts clearly.

-A proactive and self-motivated approach to client acquisition and relationship management.

-Strong organizational skills and attention to detail.

-A passion for helping individuals and families achieve their financial goals.

Benefits
Flexible Schedule###Life Insurance###Disability Insurance###Parental Leave###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###