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Financial Advisor Training Program Jobs in Florida

Baird

Financial Advisor in Training

Merritt Island, FL ยท 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.

Florida Financial Advisors

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Financial Advisor

Orlando, FL ยท On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Florida Financial Advisors

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Financial Advisor

Miami, FL ยท On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

Florida Financial Advisors

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Financial Advisor

Tampa, FL ยท On-site

$50K - $100K/yr

Florida Financial Advisors provides the ability to create your own financial success through ... A comprehensive training program that includes financial planning, analyzing investment portfolios ...

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All JobsFinancial Advisor Training Program JobsFinancial Advisor Training Program Jobs in Florida

Financial Advisor Training Program information

See Florida salary details

$26.9K

$76.3K

$107.6K

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

As of Jul 27, 2026, the average yearly pay for financial advisor training program in Florida is $76,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,000.00 and $97,900.00 per year, depending on experience, location, and employer.

What is a Financial Advisor Training Program?

A Financial Advisor Training Program is a structured initiative offered by financial institutions to prepare individuals for a career as a financial advisor. These programs typically combine classroom instruction, mentorship, and hands-on experience to teach participants about financial products, client relationship management, and regulatory requirements. Trainees often receive guidance for passing licensing exams and developing essential sales and advisory skills. Successful completion of the program equips individuals to help clients make informed financial decisions and build long-term financial plans.

What are some common challenges participants face in a Financial Advisor Training Program, and how can they overcome them?

Participants in a Financial Advisor Training Program often encounter challenges such as building a client base from scratch, mastering complex financial products, and balancing ongoing learning with performance targets. Overcoming these obstacles typically involves proactive networking, seeking mentorship from experienced advisors, and utilizing training resources provided by the firm. Embracing continuous education and being open to feedback also helps new advisors build confidence and develop the skills needed for long-term success.

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

To thrive in a Financial Advisor Training Program, you need a solid understanding of finance, strong analytical skills, and at minimum a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications like Series 7 or CFP are commonly required. Excellent interpersonal skills, integrity, and the ability to build trust are crucial for developing lasting client relationships. These competencies ensure that advisors can provide sound financial guidance, comply with regulations, and effectively grow their client base.

What is the difference between Financial Advisor Training Program vs Financial Planner?

AspectFinancial Advisor Training ProgramFinancial Planner
CredentialsOften includes licensing prep (e.g., Series 7, 66), certifications like CFPTypically requires CFP certification, licensing, and ongoing education
Work EnvironmentTraining programs in firms, financial institutions, or online platformsAdvisory firms, banks, or independent practices
Industry UsagePrepares individuals for a career as a financial advisor or plannerProvides comprehensive financial planning services to clients

The Financial Advisor Training Program is designed to prepare individuals for a career as a financial advisor, focusing on licensing and foundational skills. A Financial Planner, on the other hand, is a certified professional who offers detailed financial planning services. The training program is often a stepping stone toward becoming a certified Financial Planner, who provides holistic financial advice to clients.

Financial Advisor Training Program jobs near you
Infographic showing various Financial Advisor Training Program job openings in Florida as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $76,324 per year, or $36.7 per hour.

Financial Advisor in Training

Robert W Baird & Co

Merritt Island, FL โ€ข On-site

Full-time

Posted 18 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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