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Financial Advisor In Training Jobs in Stowe, VT (NOW HIRING)

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

With a strong structure in place, we support our advisors in serving existing clients while also ... This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm ...

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

With a strong structure in place, we support our advisors in serving existing clients while also ... This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm ...

Morgan Stanley

Client Service Associate

Winooski, VT · On-site

$33K/yr

Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ... Participating in firm initiatives (e.g., training or education programs), special projects and/or ...

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Financial Advisor In Training information

See Stowe, VT salary details

$38.6K

$109.4K

$154.3K

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

As of Aug 26, 2026, the average yearly pay for financial advisor in training in Stowe, VT is $109,424.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $140,400.00 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.

Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Stowe, VT as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $109,424 per year, or $52.6 per hour.

Financial Advisor

South Burlington, VT • On-site

Jambalaya Group
See more jobs at Jambalaya Groupexternal

$75K - $100K/yr

Full-time

Retirement, PTO

Re-posted 16 days ago

Job description

We're Hiring: Financial Advisor
GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team.
Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
Responsibilities
  • Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals.
  • Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward.
  • Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations.
  • Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends.
  • Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services.
  • Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market.

How to Apply
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives.
Equal Opportunity Employer
GuideWorth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Qualifications
  • Minimum of five years' experience as a financial advisor.
  • Hold Series 7, Series 66, and Life & Health licenses.
  • CFP® designation strongly preferred.
  • Strong interpersonal and communication skills.
  • Highly organized, detail-oriented, and proactive.
  • Book of business preferred, but not required.

Benefits
Compensation & Benefits
  • Initial base compensation range of $75,000 - to $100,000, commensurate with experience.
    • Exempt status
  • Variable compensation based on performance.
  • Comprehensive benefits package, including PTO and paid holidays.
  • 401(k) plan with employer match.
  • Professional development opportunities and practice-provided resources to help grow your client base.

Apply