Financial Advisor in Training
Core
A training role for future Financial Advisors to develop client relationships and financial planning skills through mentorship and hands-on experience.
Role type
Financial Advisor in Training (pre-licensure)
Builds
Trusted client relationships and financial decision-making confidence
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
relationship-building, consultative sales, goal-oriented performance, coachability, resilience, communication
Preferred skills
sales experience, business development, customer service, hospitality, athletics, military service, influence, persuasion
Technologies
financial planning tools, product knowledge platforms
Responsibilities
Prepare for and obtain key financial licenses (SIE, Series 7, Series 66, Life Insurance), engage directly with clients and prospects, learn to identify client needs and recommend solutions, work toward performance goals, complete ongoing training to master products and client service
Seniority
Entry-level, structured training path