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Financial Advisor Training Jobs in California (NOW HIRING)

Northwestern Mutual

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$70K - $95K/yr

Financial Advisor- Beer Financial Group Becoming a Financial Advisor Becoming a financial advisor ... Our award-winning training programs equip you with the education, skill-building, and development ...

W3Global Inc.

Associate Financial Advisor

San Mateo, CA · Hybrid

$150K - $225K/yr

Role - Senior Financial Advisor (Wealth Management) Location - Foster City, CA Work Type ... Professional development and ongoing advisor training CULTURE & LIFESTYLE PERKS * Paid sabbatical ...

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Financial Advisor Training information

See California salary details

$35.5K

$100.8K

$142.1K

How much do financial advisor training jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial advisor training in California is $100,797.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.

What is a financial advisor training?

A Financial Advisor Training job is an entry-level position designed to equip individuals with the skills and knowledge needed to become a licensed financial advisor. Trainees typically receive training on investment strategies, client relationship management, financial planning, and industry regulations. Many programs also provide mentorship, licensing exam preparation, and hands-on experience with real clients. The goal is to prepare candidates to build their own client base and offer financial guidance on investments, retirement planning, and wealth management.

What career advancement opportunities are available after completing financial advisor training?

Financial Advisor Training programs are structured to prepare you for success as a licensed financial advisor, typically leading to full-time advisory roles upon completion. Trainees often transition into positions such as Associate Financial Advisor, Financial Consultant, or even specialized roles in wealth management. As you gain experience and additional certifications, options for advancement include Senior Advisor, Team Leader, or Branch Manager roles. Many firms also offer mentorship opportunities, ongoing education, and performance-based incentives to support your long-term career growth in the financial services industry.

What are the key skills and qualifications needed for financial advisor training?

To thrive in Financial Advisor Training, you need a solid understanding of financial concepts, strong analytical skills, and a relevant bachelor's degree, often in finance, business, or economics. Familiarity with financial planning software, CRM systems, and progress toward industry certifications such as the Series 7 or CFP is highly beneficial. Exceptional interpersonal skills, active listening, and ethical judgment help you build trust with clients and excel in training environments. These competencies are critical for developing a successful advisory career and effectively supporting both clients and senior advisors.

What are the most commonly searched types of Financial Advisor Training jobs in California?

The most popular types of Financial Advisor Training jobs in California are:

What are popular job titles related to Financial Advisor Training jobs in California?

For Financial Advisor Training jobs in California, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Training jobs in California look for?

The top searched job categories for Financial Advisor Training jobs in California are:

What cities in California are hiring for Financial Advisor Training jobs?

Cities in California with the most Financial Advisor Training job openings:

Financial Advisor Training jobs near you
Infographic showing various Financial Advisor Training job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 2% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $100,797 per year, or $48.5 per hour.

Financial Advisor - Training Provided

True Path Financial

Riverside, CA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 20 days ago

Job description

Description
A Career Filled With Possibilities
Have you ever considered a career where you help others prepare for life and unexpected moments?
One that helps clients reach their financial goals so their children are able to attend college, so mortgage and medical expenses are paid, and so their retirement dreams are fulfilled. Whether you're thinking about a career change, looking to expand your practice, or completely starting fresh, we offer all of the start-up support/resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence, and upside income potential.
Job Type: Full-time
Location: Hybrid
Competitive Advantages:
  • Extensive professional development, training, and mentoring programs.
  • Industry leader with excellent financial strength and impeccable integrity
  • Innovative market development tools
  • State-of-the-art financial analysis software
  • Flexibility to balance career and personal needs
  • Excellent compensation and benefits

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Vision insurance
  • Flexible schedule

Securities and investment advisory services are offered solely by Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 949-328-1048. True Path Financial and Insurance Services is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. TC134244(0623)1 Recruiting Purposes Only.
Responsibilities
• Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
• Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
• Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
• Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
• Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications
Desired Skills & Qualifications:
• Bachelor's Degree or equivalent in work experience.
• Excellent communication and relationship-building skills.
• CA Life/Health License (Preferred)
• Integrity and Strong Work Ethic.
• Forward-thinking Spirit.
• Confidence and Resilience.

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