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Financial Advisor Training Jobs in Wisconsin (NOW HIRING)

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

Thrivent Financial

Financial Advisor

Stevens Point, WI

$165K/yr

We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses ... As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ...

Northwestern Mutual

Financial Advisor

Whitefish Bay, WI · 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

Germantown, WI · On-site

$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

Milwaukee, WI · 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

Middleton, WI · 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

Mequon, WI · 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

Germantown, WI · 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

Milwaukee, WI · 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

Milwaukee, WI · On-site

$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

Appleton, WI · 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

De Pere, WI · On-site

$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 JobsFinancial Advisor Training Jobs in Wisconsin

Financial Advisor Training information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

How much do financial advisor training jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial advisor training in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 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 Wisconsin? The most popular types of Financial Advisor Training jobs in Wisconsin are:
What are popular job titles related to Financial Advisor Training jobs in Wisconsin? For Financial Advisor Training jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Training jobs in Wisconsin look for? The top searched job categories for Financial Advisor Training jobs in Wisconsin are:
Financial Advisor Training jobs near you
Infographic showing various Financial Advisor Training job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.

Financial Advisor in Training

Baird

Eau Claire, WI • On-site

Full-time

Re-posted 22 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings

What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four-year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members

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