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Finance Trainee Jobs (NOW HIRING)

McDowell County

Finance Director Trainee

Marion, NC

$90K - $133K/yr

This position will serve as a Finance Officer Trainee through July 1, 2027. The incumbent will work under the guidance of the current Finance Officer to gain the knowledge, skills, and certifications ...

Raymondjames

AMP Financial Advisor Trainee

Louisville, KY

$40K - $50K/yr

The Trainee will balance new client development, sales activities, investment management, customer ... Finance, High School (HS) (Required) Work Experience General Experience - 7 to 12 months ...

Regional Finance

Branch Manager Trainee

Savannah, GA

As we continue to expand and grow into a national leader in consumer financing, we invite you to ... Job purpose The purpose of the Branch Manager Trainee position is to assist the Branch Manager to ...

Regional Finance

Branch Manager Trainee

Houston, TX

As we continue to expand and grow into a national leader in consumer financing, we invite you to ... Job purpose The purpose of the Branch Manager Trainee position is to assist the Branch Manager to ...

Regional Finance

Branch Manager Trainee

Houston, TX · On-site

As we continue to expand and grow into a national leader in consumer financing, we invite you to ... Job purpose The purpose of the Branch Manager Trainee position is to assist the Branch Manager to ...

Regional Finance

Branch Manager Trainee

Savannah, GA · On-site

As we continue to expand and grow into a national leader in consumer financing, we invite you to ... Job purpose The purpose of the Branch Manager Trainee position is to assist the Branch Manager to ...

Raymondjames

Financial Advisor Trainee-Tupelo, MS

Tupelo, MS

$40K - $49K/yr

The Trainee will balance new client development, sales activities, investment management, customer ... Finance Work Experience General Experience - 7 to 12 months Certifications S65 - Uniform Investment ...

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Finance Trainee information

See salary details

$31.5K

$48.4K

$69.5K

How much do finance trainee jobs pay per year?

As of Jul 22, 2026, the average yearly pay for finance trainee in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Finance Trainee, and why are they important?

To thrive as a Finance Trainee, you typically need a background in finance, accounting, or economics, often supported by a relevant degree or coursework. Familiarity with financial analysis software, Microsoft Excel, and enterprise resource planning (ERP) systems is commonly required. Strong analytical thinking, attention to detail, and effective communication set candidates apart in this role. These skills and qualifications are essential for accurate financial reporting, supporting decision-making, and building a solid foundation for a career in finance.

What types of projects or tasks can a Finance Trainee expect to handle in their first year?

As a Finance Trainee, you can expect to be involved in a variety of foundational tasks such as preparing financial reports, assisting with budgeting and forecasting, analyzing financial data, and supporting audits. You may also rotate through different departments like accounts payable, accounts receivable, and financial planning, giving you broad exposure to the finance function. These experiences are designed to build your technical skills, familiarize you with financial systems and software, and help you understand how the finance team collaborates with other business units.

What are Finance Trainees?

Finance Trainees are entry-level professionals who work under the supervision of experienced finance staff to gain practical knowledge and skills in financial analysis, accounting, budgeting, and other finance-related areas. They typically rotate through different departments, learning about various financial processes and systems within an organization. The goal of a finance trainee program is to prepare individuals for more advanced roles in finance by providing hands-on experience and professional development opportunities.

What is the difference between Finance Trainee vs Finance Analyst?

AspectFinance TraineeFinance Analyst
Required CredentialsTypically pursuing or completed a degree in finance, accounting, or related fieldBachelor's degree in finance, accounting, or economics; often requires relevant certifications
Work EnvironmentEntry-level, training-focused, often in corporate finance departments or banksMore independent, analytical, involved in financial reporting and decision-making
Employer & Industry UsageInternships, training programs, entry-level positions in finance sectorsFull-time roles in finance departments, investment firms, or banks

While both roles involve finance knowledge, a Finance Trainee is an entry-level position focused on learning and training, whereas a Finance Analyst is a more experienced role responsible for analyzing financial data and supporting business decisions.

More about Finance Trainee jobs
What cities are hiring for Finance Trainee jobs? Cities with the most Finance Trainee job openings:
What are the most commonly searched types of Finance jobs? The most popular types of Finance jobs are:
What states have the most Finance Trainee jobs? States with the most job openings for Finance Trainee jobs include:
What job categories do people searching Finance Trainee jobs look for? The top searched job categories for Finance Trainee jobs are:
Finance Trainee jobs near you
Infographic showing various Finance Trainee job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 4% Part Time, 1% Temporary, and 2% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.
Financial Advisor Trainee-Tupelo, MS

Financial Advisor Trainee-Tupelo, MS

Raymond James Financial, Inc.

Tupelo, MS • On-site

$40K - $49K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Job Description Summary
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
  • If hired as a team candidate, the team will provide the specific goals and expectations.
  • Meets production targets that impact overall company revenue goals.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Provides a high level of client service.
  • Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
  • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
  • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Opens, transfers, and closes customer accounts.
  • Maintains appropriate account records while monitoring the customer's portfolio.
  • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
  • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
  • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
  • Stays abreast of investment products, industry rules and regulations, and financial planning.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices.
  • Financial markets, banking, and financial data analysis and reporting.
  • Basic principles and methods for showing, promoting, and selling products or services.
  • Firm's working structure, policies, mission, strategies, and compliance guidelines.

Skill in
  • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
  • Identifying the needs of customers through effective questioning and listening techniques.

Ability to
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
  • Continuously learn investment products, industry rules and regulations, and financial planning.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
  • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
  • Establish and maintain effective working relationships with clients and colleagues.
  • Persevere, handle rejection and show resilience during the prospecting and networking process.
  • Network in the community and effectively market him or herself and Raymond James.
  • Demonstrate persistence in the face of obstacles.
  • Accept criticism and deal calmly and effectively in high stress situations.

Education/Previous Experience
  • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
  • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
  • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
S65 - Uniform Investment Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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