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Financial Advisor Training Program Jobs in Indiana

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Mishawaka, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Crown Point, IN

$61K - $250K/yr

Our award-winning training programs equip you with the education, skill-building, and development ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Carmel, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Indianapolis, IN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Our award-winning training programs equip you with the education, skill-building, and development ...

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All JobsFinancial Advisor Training Program JobsFinancial Advisor Training Program Jobs in Indiana

Financial Advisor Training Program information

See Indiana salary details

$34.3K

$97.2K

$137K

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

As of Aug 20, 2026, the average yearly pay for financial advisor training program in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 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 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 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 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.

How long does it take to train as a financial advisor training program?

Training to become a financial advisor typically takes several months to a year, depending on the program and whether it includes licensing preparation such as the Series 7 and Series 66 exams. Most programs combine classroom instruction with on-the-job experience and may require ongoing certification renewal.

How many years of schooling does it take to become a financial advisor training program?

Becoming a financial advisor typically requires at least a bachelor's degree, which takes about four years of post-secondary education. Additional certifications, such as the Series 7 and Series 66 exams, are also often required and may involve further study and training programs.

How to become a financial advisor training program trainee?

To become a financial advisor training program trainee, candidates typically need a bachelor's degree in finance, economics, or related fields, along with strong communication and analytical skills. Many programs require passing licensing exams such as the Series 7 and Series 66, and some firms prefer prior internship or relevant experience. Successful trainees often complete comprehensive training on financial products, regulations, and client management during the program.
Financial Advisor Training Program jobs near you
Infographic showing various Financial Advisor Training Program job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Entry-Level Financial Advisor - Training Provided

Principal

Indianapolis, IN • On-site

$76K/yr

Full-time

Posted 16 days ago

Principal Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 58 frontline employees who took The Breakroom Quiz

90th of 310 rated insurance

Job description

Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed.
At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business. With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.
What We Offer
- Sponsorship for FINRA Series 7 and Series 66 licensing
- Comprehensive training and onboarding program
- Mentorship from experienced financial professionals
- AI-powered prospecting and client engagement tools
- Opportunity to build and grow your own client base
- Competitive compensation and performance incentives
- Career advancement within a Fortune 500 financial services organizationCompensation:

$76,000 at plan earnings


Responsibilities:
  • Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
  • Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions
  • Leverage technology and data-driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
  • Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
  • Deliver ongoing service and support while building trust and expanding your professional network

Qualifications:
  • Interest in financial planning, wealth management, and helping clients achieve financial goals
  • Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship-focused roles preferred
  • Demonstrated ability to build trust and develop professional relationships
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Strong initiative with a desire to learn, grow, and develop professionally

About Company

You’ll join a nationwide network of affiliated financial professionals partnering with Principal, with the autonomy to grow your practice your way. Principal is a recognized leader in solutions for small and mid-sized businesses, offering expertise in retirement, employee benefits, business protection, and asset management.

We understand every practice is unique. That’s why we offer flexible affiliation options, along with a variety of team structures and benefit choices—all backed by robust resources, technology, and support. Our model delivers the backing of an established firm with a payout structure that reflects an independent approach.

And just as we help businesses provide meaningful benefits, we do the same for you—offering more than traditional compensation, with support designed to help you grow and succeed long term.

What Principal Financial Group employees say

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