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Financial Advisor Training Program Jobs in New York

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Financial Advisor Training Program information

See New York salary details

$39.4K

$111.7K

$157.5K

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

As of Jul 30, 2026, the average yearly pay for financial advisor training program in New York is $111,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,100.00 and $143,300.00 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.

What cities in New York are hiring for Financial Advisor Training Program jobs? Cities in New York with the most Financial Advisor Training Program job openings:
Financial Advisor Training Program jobs near you
Infographic showing various Financial Advisor Training Program job openings in New York 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 $111,739 per year, or $53.7 per hour.

Investment Associate (Financial Services) NJ

Hennion & Walsh Inc

Parsippany, NJ • On-site

$30K - $61K/yr

Full-time

Medical, Dental, Retirement

Posted 28 days ago

Job description


Position Overview

Hennion & Walsh is seeking ambitious, motivated, and career-driven individuals to join our Investment Associate Career Development Program. This paid 18-month training program is designed for individuals looking to launch a long-term career in financial services and become licensed Financial Advisors.

As an Investment Associate, you will receive hands-on training, mentorship, and financial support while preparing for the FINRA licensing exams required to become a Financial Advisor. We pay you while you study and continue to provide training, mentorship, and career development once licensed.

Unlike many entry-level financial services roles, this program offers a structured path for growth with ongoing support, mentorship from experienced advisors, and the opportunity to build a long-term career within a growing investment firm. This role is ideal for individuals with an entrepreneurial mindset, strong communication skills, and a desire to help clients work toward their financial goals.

Position Key Responsibilities
  • Participate in the firm’s Financial Advisor training and licensing program
  • Study for and complete FINRA licensing examinations with firm support
  • Learn investment products, financial markets, and wealth management strategies
  • Develop communication and relationship-building skills through advisor mentorship
  • Assist in building and maintaining client relationships
  • Collaborate with advisors and internal teams in a fast-paced financial services environment
Position Must Haves
  • Bachelor’s Degree required
  • Strong communication and interpersonal skills
  • Goal-oriented, motivated, and coachable mindset
  • Professional work ethic and strong attention to detail
  • Ability to multitask and work in a fast-paced environment
  • Excellent organizational and time management skills
  • Interest in financial markets, investing, and wealth management
Position Preferences (if applicable)
  • Prior internship, sales, finance, or customer service experience
  • Entrepreneurial mindset with an interest in business development
  • Interest in pursuing a long-term career as a Financial Advisor
Benefits
  • Competitive base compensation plus variable compensation opportunities
  • Paid training and licensing support
  • Mentorship and professional development programs
  • Full medical and dental benefits
  • 401(k) plan with company match
  • Open and supportive team-based environment
  • Career growth opportunities within a growing financial services firm



The base salary range for this trainee position is $30,000.00-61,000.00 per year, plus variable compensation. Please note this role requires in-person attendance.

Placement in the range will vary based on performance throughout the training period.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the position includes variable compensation and benefits including health benefits and 401(k) plan.