Financial Advisor in Training

Currently Enrolling!
February 14th - April 27th, 2023 / APPLICATION DEADLINE January 23rd
Time Commitment
3 Months
Virtual Classes
Starting Pay Range
$19 - $21 per hour
Monday, Tuesday & Thursday 9am - 12pm
Enroll this Spring for a training program that gets you mid to upper level positions as a Financial Advisor in training in various banking institutions. This course will provide you with enhanced core curriculum as well as great customer service knowledge to help individuals with their financial wellness and investment needs.
Financial Advisor

About the Program

What jobs will I be prepared for?

This program will prepare you to be a Financial Advisor in training. You'll be prepared to interface with client investments, product sales, client relationship management and continued credentialing and developmental opportunities. 

What skills and certifications will I obtain?

You will receive the SIE (Securities Industry Essentials) Certification and Banking product knowledge. 

What other opportunities are included?

You'll benefit from personal mentorship and job interviewing feedback from the bank managers who partner with us. Upon graduation, you'll interview with one of our employer partners: US Bank, Wells Fargo, MidWest One, TCF/Huntington, Ameriprise, Chase Bank and more.

Employer Partners

Qualifications for Participation

  • High school diploma or GED
  • At least 18 years of age
  • Legal to work in the United States
  • Proficient math and reading skills
  • 12+ months of customer service preferred