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Financial Advisor Trainee Jobs in Rhode Island (NOW HIRING)

Baystate Financial

Wealth Advisor

Providence, RI

$80K - $100K/yr

Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn't for everyone, but for the driven individual who is ...

Harris

Financial Analyst

Carolina, RI

$50K - $55K/yr

As a Financial Analyst, this professional will be responsible for examining financial data, preparing reports, and providing insights to support decision-making and financial planning, with a focus ...

MIKEL INC

FINANCIAL ANALYST

Middletown, RI · On-site

FINANCIAL ANALYST Responsibilities: * Provide contract and program level financial and administrative tracking and analysis, including financial management/contract coordination actions for various ...

INDUS Technology, Inc.

Financial Analyst

Newport, RI

$80K - $95K/yr

Reporting to the Program Manager, the Financial Analyst provides financial management support on the Code 70 Program Management Support Services contract. This position is located in Newport, RI.

Collabera

Financial Analyst

Providence, RI · On-site

$27/hr

Comfort working with complex Financial Products Additional Information If you are interested please contact Laidiza Gumera 973-774-7804 laidiza.gumera(at)collabera.com

Magna Capital Management

Financial Analyst

Warwick, RI · On-site

Prepare financial projections, valuations, and ROI analyses * Conduct benchmarking analyses against other hotels within the portfolio to help identify areas for improvement * Assist with preparing ...

Brightstar Lottery

Financial Analyst III

Providence, RI · Hybrid

$59K - $122K/yr

The Senior Financial Analyst supports the Financial Planning & Analysis (FP&A) function for the North America business by providing financial analysis, forecasting support, performance reporting, and ...

Brightstar Lottery

Financial Analyst III

Providence, RI · On-site

$59K - $122K/yr

The Senior Financial Analyst supports the Financial Planning & Analysis (FP&A) function for the North America business by providing financial analysis, forecasting support, performance reporting, and ...

Brightstar Lottery

Financial Analyst III

Providence, RI · Hybrid

$59K - $122K/yr

The Senior Financial Analyst supports the Financial Planning & Analysis (FP&A) function for the North America business by providing financial analysis, forecasting support, performance reporting, and ...

SEACORP

Financial Analyst I

Newport, RI · On-site

The Financial Analyst role will support the USW Combat SystemsDepartment (Code 25) at NUWC working with multiple programs and sponsors. Theneed for efficiency, organization, good communication skills ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Rhode Island

Financial Advisor Trainee information

See Rhode Island salary details

$30.8K

$47.4K

$68.1K

How much do financial advisor trainee jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial advisor trainee in Rhode Island is $47,430.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $50,900.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

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.

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 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 much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs

What are the most commonly searched types of Financial Advisor jobs in Rhode Island?

The most popular types of Financial Advisor jobs in Rhode Island are:

What are popular job titles related to Financial Advisor Trainee jobs in Rhode Island?

For Financial Advisor Trainee jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Trainee jobs in Rhode Island look for?

The top searched job categories for Financial Advisor Trainee jobs in Rhode Island are:

What cities in Rhode Island are hiring for Financial Advisor Trainee jobs?

Cities in Rhode Island with the most Financial Advisor Trainee job openings:

What are popular job titles related to Financial Advisor Trainee jobs in RI?

For Financial Advisor Trainee jobs in RI, the most frequently searched job titles are:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $47,430 per year, or $22.8 per hour.

Wealth Advisor

Baystate Financial

Providence, RI

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 25 days ago

Job description

Are you ready to achieve financial freedom?


Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with uncapped earnings.

We’re looking for ambitious, competitive individuals who want freedom, control, and uncapped earnings at a plan comission.


At Baystate Financial, we don’t just hire employees- we partner with entrepreneurs. Since 1901, we’ve built one of New England’s strongest financial firms by attracting people who are driven to win and hungry to succeed.


If you’re a self-starter who thrives on challenges and wants to be in charge of your future, this is your path.


Why Baystate

  • You run your practice – we provide the training, systems, and support
  • Uncapped earnings – your results dictate your rewards (commissions + incentives)
  • Mentorship from top producers – learn directly from proven leaders
  • Marketing + technology power – so you stay focused on growth, not admin
  • Top Producer recognition & incentives – compete, win, and get rewarded


What We Offer

  • Medical, Dental & Vision
  • 401(k) + retirement savings programs
  • Life & Disability coverage
  • Competitive incentives, trips, and recognition


What You’ll Do

  • Build your own book of business helping clients achieve their financial goals
  • Take ownership of your growth with the backing of a 600+ professional firm
  • Push yourself daily to maximize results, freedom, and income


What It Takes

  • High drive, self-motivation, and competitive spirit
  • U.S. Citizen or Permanent Resident (licenses/registrations required)
  • 2 years of professional experience in a similar or related field required


Compensation

$80,000 - $100,000+ at plan commission with the resources, training, licensing, and roadmap to become successful.


About Baystate Financial-


We are Baystate Financial, and we are in the business of helping people achieve their financial dreams. We accomplish this by understanding our clients, their needs, and then helping them build a financial bridge to their success. Our value proposition is simple: Guidance, Insight, Results 

We are based in Boston, Massachusetts, and have been in business since 1901, making us one of the oldest and largest wealth management and financial planning services firms in New England. Baystate Financial is comprised of a team of over 300 professionals and 200 support staff, many of whom contribute to building financial plans for a wide variety of individuals and businesses throughout the country.