ZipRecruiter

Log In

1

Trainee Financial Adviser Jobs in Indiana (NOW HIRING)

First Command

Financial Advisor

Indianapolis, IN

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 ...

Elevance Health

Actuarial Analyst III

Indianapolis, IN · On-site

$89K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists in training of actuarial trainees, analysts and specialists. * Coordinates/directs special ... Job Family: ACT > Actuarial Please be advised that Elevance Health only accepts resumes for ...

Elevance Health

Actuarial Analyst III

Indianapolis, IN

$89K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists in training of actuarial trainees, analysts and specialists. * Coordinates/directs special ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

Elevance Health

Actuarial Business Analyst III

Indianapolis, IN · On-site

$94K - $141K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists in training of actuarial trainees, analysts and specialists. Coordinates/directs special ... ACT > Business Analysis Please be advised that Elevance Health only accepts resumes for ...

Elevance Health

Actuarial Business Analyst III

Indianapolis, IN

$94K - $141K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists in training of actuarial trainees, analysts and specialists. Coordinates/directs special ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

Elevance Health

Actuarial Analyst III

Indianapolis, IN · On-site

$89K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Assists in training of actuarial trainees, analysts and specialists. * Coordinates/directs special ... Job Family: ACT > Actuarial Please be advised that Elevance Health only accepts resumes for ...

All JobsFinancial Adviser JobsTrainee Financial Adviser JobsTrainee Financial Adviser Jobs in Indiana

Trainee Financial Adviser information

What does a trainee financial adviser do?

A Trainee Financial Adviser works under the supervision of experienced advisers to learn how to provide clients with financial advice on products like savings, investments, pensions, and insurance. They usually assist with client meetings, research financial products, and help prepare financial plans. During their training period, they study for industry-recognized qualifications and gain practical experience to eventually become fully qualified financial advisers. Their role is a mix of learning, administrative support, and shadowing experienced team members.

What types of support and training can a trainee financial adviser expect during their initial months on the job?

As a Trainee Financial Adviser, you can typically expect a structured onboarding process that includes mentoring from experienced advisers, formal training sessions on financial products and compliance, and opportunities to shadow client meetings. Many firms provide study support for professional qualifications, such as the Diploma in Financial Planning. Regular feedback and performance reviews are common, helping you build confidence in both technical knowledge and client-facing skills. Collaboration with paraplanners, administrators, and senior advisers is encouraged to develop a well-rounded understanding of the advisory process.

What are the key skills and qualifications needed to thrive as a trainee financial adviser, and why are they important?

To thrive as a Trainee Financial Adviser, you need a solid understanding of financial products, basic accounting principles, and often a relevant degree or progress toward qualifications like the Diploma in Financial Planning. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is typically required. Strong interpersonal, analytical, and communication skills help build client relationships and explain complex financial information clearly. These competencies are crucial for gaining trust, meeting regulatory standards, and delivering tailored financial advice that meets clients' needs.

What is the difference between Trainee Financial Adviser vs Financial Adviser?

AspectTrainee Financial AdviserFinancial Adviser
CertificationsTypically working towards certifications like Level 4 Diploma in Financial PlanningHolds full certifications such as Level 4 Diploma or equivalent
Work EnvironmentEntry-level, supervised environment, often in financial firms or banksIndependent or employed, providing comprehensive financial advice to clients
ResponsibilitiesLearning client advisory skills, assisting senior advisers, gaining experienceProviding tailored financial advice, managing client portfolios, compliance duties

The main difference is that a Trainee Financial Adviser is in the learning phase, working towards full certification and gaining experience, while a Financial Adviser is fully qualified, offering comprehensive advice and managing client relationships.

What are the most commonly searched types of Financial Adviser jobs in Indiana?

The most popular types of Financial Adviser jobs in Indiana are:

What are popular job titles related to Trainee Financial Adviser jobs in Indiana?

For Trainee Financial Adviser jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Trainee Financial Adviser jobs in Indiana look for?

The top searched job categories for Trainee Financial Adviser jobs in Indiana are:

Trainee Financial Adviser jobs near you
Infographic showing various Trainee Financial Adviser job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Advisor

First Command Financial Services, Inc.

Indianapolis, IN • On-site

Full-time

Re-posted 20 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.

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

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

Social media

FacebookTwitter

View All First Command Financial Services Jobs

Apply