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Financial Advisor Training Jobs (NOW HIRING)

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

Baird

Financial Advisor in Training

Yakima, WA · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

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How much do financial advisor training jobs pay per year?

As of May 30, 2026, the average yearly pay for financial advisor training in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a Financial Advisor Training job?

A Financial Advisor Training job is an entry-level position designed to equip individuals with the skills and knowledge needed to become a licensed financial advisor. Trainees typically receive training on investment strategies, client relationship management, financial planning, and industry regulations. Many programs also provide mentorship, licensing exam preparation, and hands-on experience with real clients. The goal is to prepare candidates to build their own client base and offer financial guidance on investments, retirement planning, and wealth management.

What are the key skills and qualifications needed to thrive in the Financial Advisor Training position, and why are they important?

To thrive in Financial Advisor Training, you need a solid understanding of financial concepts, strong analytical skills, and a relevant bachelor's degree, often in finance, business, or economics. Familiarity with financial planning software, CRM systems, and progress toward industry certifications such as the Series 7 or CFP is highly beneficial. Exceptional interpersonal skills, active listening, and ethical judgment help you build trust with clients and excel in training environments. These competencies are critical for developing a successful advisory career and effectively supporting both clients and senior advisors.

What career advancement opportunities are available after completing a Financial Advisor Training program?

Financial Advisor Training programs are structured to prepare you for success as a licensed financial advisor, typically leading to full-time advisory roles upon completion. Trainees often transition into positions such as Associate Financial Advisor, Financial Consultant, or even specialized roles in wealth management. As you gain experience and additional certifications, options for advancement include Senior Advisor, Team Leader, or Branch Manager roles. Many firms also offer mentorship opportunities, ongoing education, and performance-based incentives to support your long-term career growth in the financial services industry.
More about Financial Advisor Training jobs
What cities are hiring for Financial Advisor Training jobs? Cities with the most Financial Advisor Training job openings:
What are the most commonly searched types of Financial Advisor Training jobs? The most popular types of Financial Advisor Training jobs are:
What states have the most Financial Advisor Training jobs? States with the most job openings for Financial Advisor Training jobs include:
What job categories do people searching Financial Advisor Training jobs look for? The top searched job categories for Financial Advisor Training jobs are:
Financial Advisor Training jobs near you
Infographic showing various Financial Advisor Training job openings in the United States as of May 2026, with employment types broken down into 43% Full Time, 43% Part Time, 7% Temporary, and 7% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor in Training

Robert W Baird & Co

Eau Claire, WI • On-site

Full-time

Posted 14 days ago

Job description

About the Role:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings

What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four-year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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