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From Home Financial Advisor Training Jobs (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.

Northwestern Mutual

Be Seen First

Financial Advisor-Training Provided

Monroeville, PA · On-site

$50K - $110K/yr

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career ... Stipends for training and licensing to help you get started. * The ability to positively impact ...

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How much do from home financial advisor training jobs pay per year?

As of Aug 6, 2026, the average yearly pay for from home financial advisor training in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a work from home financial advisor, and why are they important?

To thrive as a Work-from-Home Financial Advisor, you need strong financial analysis skills, in-depth knowledge of investment products, and typically a bachelor's degree in finance or a related field, often accompanied by certifications such as Series 7, Series 66, or CFP. Proficiency in CRM systems, financial planning software (like eMoney or MoneyGuidePro), and secure virtual communication platforms is essential. Outstanding interpersonal skills, self-motivation, and the ability to build trust remotely set top advisors apart. These competencies are crucial for providing accurate advice, maintaining compliance, and effectively serving clients in a remote environment.

What are the biggest challenges new financial advisors face when starting their training from home, and how can they overcome them?

One of the biggest challenges for new financial advisors training from home is building strong client relationships without face-to-face interaction. Additionally, staying motivated and organized can be difficult without the structure of an in-person office. To overcome these obstacles, it's helpful to establish a dedicated workspace, set regular work hours, actively participate in virtual training sessions, and leverage video conferencing tools to connect with clients and mentors. Seeking feedback and staying engaged with your team remotely can also help foster a sense of community and support.

What is a work from home financial advisor training program?

A work from home financial advisor training program is a course or series of courses designed to prepare individuals to become financial advisors while allowing them to study remotely. These programs typically cover topics such as investment strategies, financial planning, regulations, and client communication. They are often offered by financial institutions, online learning platforms, or professional organizations and may lead to certifications such as CFP or FINRA licenses. Completing such training can help individuals start or advance a career as a financial advisor, all from the comfort of their own home.

How to become a from home financial advisor training?

To become a home-based financial advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Series 7 and Series 66 licenses. Gaining experience through internships or entry-level roles and developing strong communication and analytical skills are also important. Many advisors work independently or through firms, utilizing online tools and client management software to serve clients remotely.

What is the difference between From Home Financial Advisor Training vs From Home Financial Planner Training?

AspectFrom Home Financial Advisor TrainingFrom Home Financial Planner Training
CertificationsCFP, Series 7, 66CFP, Series 7, 66
Work EnvironmentClient meetings, financial analysis, remote workClient consultations, planning, remote work
Industry UsageFinancial services, investment firmsFinancial planning, wealth management
Search IntentTraining for financial advising roles from homeTraining for comprehensive financial planning from home

Both roles involve financial advising and require similar certifications. The main difference is that 'Financial Advisor' often emphasizes investment and client management, while 'Financial Planner' focuses on comprehensive financial planning. Both can be performed remotely, and training programs typically cover similar credentials. Your choice depends on whether you want to specialize in advising or planning services.

How much do from home financial advisors make?

From home financial advisors typically earn between $50,000 and $100,000 annually, depending on experience, client base, and certifications. Earnings can increase with additional licenses, specialized skills, and a strong network, and many work on commission or fee-based models from a home office setup.
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From Home Financial Advisor Training jobs near you
Infographic showing various From Home Financial Advisor Training job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $102,134 per year, or $49.1 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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