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Financial Advisor Training Program Jobs in Pennsylvania

Year Up United

$525/wk

Year Up United is a one-year or less, intensive job training program that provides young adults ... Product and service knowledge, a customer-centric mindset, comprehensive finance training and ...

Year Up United

$525/wk

Year Up United is a one-year or less, intensive job training program that provides young adults ... Product and service knowledge, a customer-centric mindset, comprehensive finance training and ...

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All JobsFinancial Advisor Training Program JobsFinancial Advisor Training Program Jobs in Pennsylvania

Financial Advisor Training Program information

See Pennsylvania salary details

$36.1K

$102.4K

$144.3K

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

As of Sep 5, 2026, the average yearly pay for financial advisor training program in Pennsylvania is $102,380.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $131,300.00 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 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 Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 21% Part Time, and 1% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $102,380 per year, or $49.2 per hour.

Financial Advisor Training Program

Year Up United

On-site

$525/wk

Full-time

Posted 24 days ago

Job description

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend.

If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you.

The Customer Experience pathway combines technical and professional training in Banking, Customer Success, or Insurance Operations & Claims, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. Your internship will be at BNY Mellon in Pittsburgh.

Are you eligible?
You can apply to Year Up United if you are:
- A high school graduate or GED recipient
- Eligible to work in the U. S.
- Available Monday-Friday throughout the duration of the program
- Highly motivated to learn technical and professional skills
- Have not obtained a Bachelor? s degree
- You may be required to answer additional screening questions when applying

What will you gain?
Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.
Career growth paths include:
- Financial advisory
- Sales specialist
- Product Support
- Sales operations and analytics
- Patient Services

Get the skills and opportunity you need to launch your professional career.
72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

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About Year Up

Sourced by ZipRecruiter

Voted one of the Best Nonprofits to Work For in the country by The NonProfit Times, Year Up is a rewarding and impactful place to work. Our staff is passionate, supportive, mission-driven, and committed to positive change and continuous learning. We set high standards for both ourselves and our students and live by a set of core values that reflect an unshakable belief in the talent and potential of our young people. The work we do is life-changing, and we know that our team is the greatest asset in achieving our mission.

Industry

Non-profits

Company size

501 - 1,000 Employees

Headquarters location

Boston, MA, US

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