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Financial Advisor Trainee Jobs (NOW HIRING)

Raymondjames

Financial Advisor Trainee

Bend, OR

$44K - $54K/yr

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 ...

Raymondjames

AMP Financial Advisor Trainee

Louisville, KY · On-site

$40K - $50K/yr

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 ...

Raymondjames

Financial Advisor Trainee-Tupelo, MS

Tupelo, MS · On-site

$40K - $49K/yr

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 ...

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Financial Advisor Trainee information

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$31.5K

$48.4K

$69.5K

How much do financial advisor trainee jobs pay per year?

As of Aug 3, 2026, the average yearly pay for financial advisor 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 is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How to become a trainee financial advisor?

To become a trainee financial advisor, candidates typically need a high school diploma or equivalent, and some firms prefer or require a bachelor's degree in finance, economics, or related fields. Entry often involves completing relevant training programs, gaining knowledge of financial products, and obtaining necessary licenses such as the Series 7 and Series 66, which are required to provide financial advice professionally.

How much do trainee financial advisors earn?

Trainee financial advisors typically earn between $30,000 and $50,000 annually, depending on the region, firm, and level of experience. Compensation often includes base salary plus commissions or bonuses as they develop client management skills and obtain relevant certifications.

What Is a Financial Advisor Trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a Financial Advisor Trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

Is 30 too old to become a financial advisor?

There is no age limit to becoming a financial advisor, and many successful professionals start their careers later in life. Relevant skills include strong communication, analytical abilities, and obtaining certifications like the Series 7 or CFP, which can be pursued at any age.

What do financial advisor trainees do?

Financial advisor trainees assist experienced advisors by gathering client information, preparing financial plans, and conducting research on investment options. They often learn about financial products, compliance procedures, and client communication while working under supervision to develop their skills and knowledge in financial planning.

What are the typical challenges faced by a Financial Advisor Trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

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

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.
More about Financial Advisor Trainee jobs
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What are popular job titles related to Financial Advisor Trainee jobs? For Financial Advisor Trainee jobs, the most frequently searched job titles are:
Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.

Financial Advisor/Stockbroker Trainee

MORGAN WILSHIRE SECURITIES INC

Smithtown, NY

$500/wk

Full-time

Re-posted 14 days ago

Job description

At Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority.
Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.
Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new.
*CALL TODAY 516.622.3100*
*PLEASE NOTE: QUEENS, NASSAU, AND SUFFOLK COUNTY RESIDENTS ONLY*
*WE DO NOT RELOCATE*
Mastery of this profession will change your life for the better!!
Job Type: Full-time
 
Pay: $30,000 to $60,000 per year
 
Benefits: Tuition reimbursement
 
Weekly schedule: Monday to Friday
 
Work setting: In-person at Garden City location