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Financial Advisor Training Program Jobs in Dallas, TX

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

... program standards and advance in your training curriculum. • Follow high standards of business ... financial advisor soliciting securities-based business or have a securities-based book of clients ...

Ameriprise Financial

Financial Advisor

Plano, TX · On-site

If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ...

Northwestern Mutual

Financial Advisor

Addison, TX · On-site

$61K - $250K/yr

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

Northwestern Mutual

Financial Advisor

Addison, TX

$137K - $250K/yr

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

Northwestern Mutual

Financial Advisor

Dallas, TX · 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

Dallas, TX

$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

Irving, TX

$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 ...

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All JobsFinancial Advisor Training Program JobsFinancial Advisor Training Program Jobs in Dallas, TX

Financial Advisor Training Program information

See Dallas, TX salary details

$35.8K

$101.5K

$143.1K

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 Dallas, TX is $101,465.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,500.00 and $130,100.00 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 near Dallas, TX are hiring for Financial Advisor Training Program jobs? Cities near Dallas, TX 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 Dallas, TX as of July 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $101,465 per year, or $48.8 per hour.
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Posted 29 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.
©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.
First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

What First Command Financial Services employees say

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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