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Financial Advisor Trainee Jobs in Hope, IN (NOW HIRING)

Centra

Financial Advisor

Columbus, IN · On-site +1

The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be ...

Centra

Financial Advisor

Columbus, IN · On-site

The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be ...

Aampower

Sr. Financial Analyst

North Vernon, IN · Hybrid

$71K - $88K/yr

Job Posting Title Sr. Financial Analyst Summary Leads the organization's accounting activities, including financial record keeping and reporting.Maintaining records of organization's financial ...

Circle

Senior Finance Systems Analyst

Columbus, IN · On-site +1

$112K - $147K/yr

Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation. Learn more at circle.com. What you'll be part of: Circle is committed to ...

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Hope, IN

Financial Advisor Trainee information

See Hope, IN salary details

$29.8K

$45.8K

$65.8K

How much do financial advisor trainee jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial advisor trainee in Hope, IN is $45,842.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $49,200.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs

What cities near Hope, IN are hiring for Financial Advisor Trainee jobs?

Cities near Hope, IN with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Hope, IN as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 77% Physical, 2% Hybrid, and 21% Remote job distribution, with an average salary of $45,842 per year, or $22 per hour.

Financial Advisor

Centra

Columbus, IN • On-site, Remote

Full-time

Posted 4 days ago

Job description

Thank you for your interest in a career with Centra.A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities.Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States.Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC.Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family.Credit Unions are Not for Profit, Not for Charity, But for Service.If these are the things that matter to you then please read on, we look forward to hearing from you.   

Centra has an opportunity for a Financial Advisor at our Washington Street location in Columbus, Indiana. The Financial Advisor is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be located within the Centra Credit Union footprint from Southern Indiana to Centra Indiana. This position contributes to a positive client experience, gross dealer concession, an increase in assets under management and new clients being served.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. Compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.  

Spanish/English interpreters may be eligible for an interpreting differential.  

ESSENTIAL FUNCTIONS:  This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

  • Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest.
  • Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve.
  • Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales.
  • Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries.

EDUCATION & EXPERIENCE:  (Equivalent combination of Education & Experience will be considered).

  • Bachelor's Degree in Related Field
  • A minimum of one year up to three years of similar or related experience, including preparatory experience.

LICENSES & CERTIFICATIONS:

  • Series 7 Securities License
  • Series 66 Securities License
  • Long Term Care Certification
  • Life and Health Insurance License
Centra is an Equal Opportunity Employer

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