Entry-Level Financial Advisor - Training Provided

WizeHire, Inc

Indianapolis (IN)

On-site

USD 42,000 - 70,000

Full time

14 days+

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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

Begin your career in financial services with a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required. We provide comprehensive training, one-on-one mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing to help you build the knowledge and confidence needed to succeed.

At Principal, you'll work with business owners, professionals, and families to help them plan for their financial future while building your own book of business. With access to innovative technology, AI-driven prospecting resources, and experienced leadership, you'll develop the skills to grow a rewarding and entrepreneurial career.

What We Offer