Aspiring Financial Advisor: Training, Licensing & Growth

Principal

Indianapolis (IN)

On-site

USD 65,000 - 87,000

Full time

14 days+

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Benefits offered by this job

Sponsorship for licensing

Comprehensive training

Mentorship

AI prospecting tools

Build client base

Competitive compensation

Career advancement

Job summary

Principal's Financial Advisor Development Program offers structured training to prepare you for a lasting career in financial planning. No prior advisory experience is required, and you will receive one-on-one mentorship and sponsorship for FINRA licensing.

You’ll work with clients to understand financial priorities, using technology and data-driven insights to guide conversations, while building your own book of business through hands-on development and career growth within a Fortune 500

Qualifications

Interest in financial planning and wealth management.
Willing to learn and participate in licensing programs.
Bachelor's degree or equivalent professional experience.
Strong initiative and relationship-building skills.

Responsibilities

Develop relationships with individuals and business owners to understand financial priorities.
Collaborate with senior advisors to deliver client-focused guidance.
Leverage technology and data to prepare for meetings and client conversations.
Participate in training, mentorship, and development programs to prepare for a successful career as a Financial Advisor.
Deliver ongoing service while expanding your professional network.