Entry-Level Financial Advisor — Training & Mentorship

WizeHire, Inc; Indianapolis (IN); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Sponsorship for FINRA Series 7 and 66

Comprehensive training and onboarding

Mentorship from experienced financials

AI-powered prospecting tools

Build and grow client base

Competitive compensation and bonuses

Career advancement in Fortune 500

Job summary

Principal is offering a structured development program for aspiring Financial Advisors in Indianapolis. You will receive comprehensive training, one-on-one mentorship, and sponsorship for FINRA licensing to build the knowledge and confidence needed for a successful advisory career.

You'll work with business owners, professionals, and families to plan their financial futures while building your own client base, supported by innovative technology and leadership in a Fortune 500 organization.

Qualifications

• No prior advisory experience required.
• Structured development program with comprehensive training.
• Sponsorship for FINRA Series 7 and Series 66 licensing.
• One-on-one mentorship from experienced financial professionals.
• Access to AI-powered prospecting tools and technology.
• Opportunity to build and grow your own client base.

Responsibilities

• Help clients plan for their financial future and goals.
• Develop and manage your own book of business.
• Collaborate with owners, professionals and families to deliver financial strategies.

Job description

Principal is offering a structured development program for aspiring Financial Advisors in Indianapolis. You will receive comprehensive training, one-on-one mentorship, and sponsorship for FINRA licensing to build the knowledge and confidence needed for a successful advisory career.

You'll work with business owners, professionals, and families to plan their financial futures while building your own client base, supported by innovative technology and leadership in a Fortune 500 organization.