Skip to main content
David Careers

EntryLevel Financial Advisor Training Provided

Posted 6 days ago

principalIndianapolis (IN)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$76,000 per year

Apply (opens in a new tab)

About the role

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: Sponsorship for FINRA Series 7 and Series 66 licensing - Comprehensive training and onboarding program - Mentorship from experienced financial professionals - AI-powered prospecting and client engagement tools - Opportunity to build and grow your own client base - Competitive compensation and performance incentives - Career advancement within a Fortune 500 financial services organization Responsibilities:
  • Develop lasting relationships with individuals, professionals, and business owners by understanding their financial priorities
  • Collaborate with experienced advisors and leadership to deliver client-focused guidance and solutions
  • Leverage technology and data-driven insights to prepare for meetings, understand client needs, and support meaningful financial conversations
  • Participate in comprehensive training, mentorship, and development programs designed to prepare you for a successful career as a Financial Advisor
  • Deliver ongoing service and support while building trust and expanding your professional network Qualifications:
  • Interest in financial planning, wealth management, and helping clients achieve financial goals
  • Previous experience in sales, customer service, business development, account management, recruiting, retail leadership, or relationship-focused roles preferred
  • Demonstrated ability to build trust and develop professional relationships
  • Bachelor's degree in Business, Finance, Economics, Marketing, Communications, or a related field, or equivalent professional experience
  • Strong initiative with a desire to learn, grow, and develop professionally Compensation: $76,000 at plan earningsCompensation: $76,000 per year

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this