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Financial Advisor Trainee Jobs in Rhode Island (NOW HIRING)

Financial Analyst

Newport, RI · On-site

$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.

Financial Analyst

Newport, RI · On-site

$80 - $95/hr

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.

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

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 ...

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 ...

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 ...

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 ...

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 ...

Senior Financial Analyst

Warren, RI

$85K - $105K/yr

The Senior Financial Analyst plays a key role in supporting Corporate Finance and Accounting through financial planning, reporting, and analysis. This position partners with business leaders to ...

Senior Financial Analyst

Pawtucket, RI · Hybrid

$83K - $103K/yr

The Opportunity The Financial Analyst will be an individual contributor reporting to the Finance Manager and working closely with the CFO, VP of Finance, and the broader finance organization. Your ...

Senior Financial Analyst

Warren, RI

$85K - $105K/yr

The Senior Financial Analyst plays a key role in supporting Corporate Finance and Accounting through financial planning, reporting, and analysis. This position partners with business leaders to ...

Senior Financial Analyst

Warren, RI · On-site

$85K - $105K/yr

The Senior Financial Analyst plays a key role in supporting Corporate Finance and Accounting through financial planning, reporting, and analysis. This position partners with business leaders to ...

Showing results 41-60

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 4, 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.

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:

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.

$80K - $95K/yr

Full-time

Retirement

Posted 8 days ago


Job description

INDUS is a 100% employee-owned, customer-focused government services provider with expertise in Engineering, Information Technology, Cybersecurity, Program/Financial Management, Logistics, and Data Analytics. At INDUS, we believe in the value of the INDUS team. Together we deliver exceptional customer service, foster a growth and support-centered work environment, and focus on how we can give back to the communities that we serve. Empowering our employees starts on day one and creates an environment full of innovation and promise. By offering mentorship and robust Training and Development opportunities, INDUS continues its pursuit to be the Employer of Choice.

The Naval Undersea Warfare Center Division, Newport’s (NUWCDIVNPT’s) Ranges, Engineering, and Analysis Department (Code 70) delivers full-spectrum undersea test and evaluation (T&E) and fleet training capabilities by providing world-class instrumentation, facilities, engineering, and analysis. It accomplishes its missions through a variety of programs and service costs centers, including but not limited to: the In Services Engineering Agent (ISEA) Range; Undersea Warfare Training Range; Reliability, Availability and Maintainability Program; Undersea Tracking Range Equipment Programs; and Advanced Instrumentation Systems Technology (AIST) Program. Code 70 also maintains and operates several detachments, to include Atlantic Undersea Test and Evaluation Center (AUTEC) and multiple Shipboard Electronic Systems Evaluation Facilities (SESEF) worldwide.

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.


  • Provide program management and financial support services to NUWCDIVNPT.
  • Perform and generate technical reviews and analyze project requirements, schedules, and execution plans.
  • Generate Navy Enterprise Resource Planning (NERP) structures and program spend plans for NAVSEA Enterprise Planning System (NEPS) upload.
  • Prepare Earned Value Management (EVM) metric data and schedules for funding sponsors.
  • Prepare Funding Document acceptance documentation for customer advocate, program manager, and comptroller department.
  • Analyze financial data to identify projects and organizational discrepancies and anomalies in task execution, including labor charges, non-labor cost reporting, erroneous charges, overruns, and Service Cost Center rejected inputs.
  • Prepare weekly Expenditure Reports comparing funding appropriation level obligations and expenditures against sponsor goals and established Department of the Navy benchmarks.
  • Perform fiscal year closeout and startup analyses.
  • Bid and proposal support if requested.
  • Other duties as assigned.

Required Qualifications:

  • An active secret clearance is required to be considered for this position.
  • Bachelor's degree from an accredited university required.
  • Three (3) years of experience providing financial management, budgeting, or accounting support to a government program office.
  • Demonstrated experience utilizing Navy Enterprise Resource Planning (N-ERP), Enterprise Data Warehouse (EDW), and NAVSEA Enterprise Planning System (NEPS).
  • Must possess basic computer literacy and data entry skills.
  • Demonstrated proficiency in Microsoft Office applications (to include MS Word, Excel, PowerPoint, etc.).
  • Strong attention to detail and organizational skills.
  • Excellent verbal and written communication skills.
  • Demonstrated problem-solving skills.
  • Must possess strong time management skills.
  • Must be able to work in a fast-paced, changing, and challenging environment.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Physical Qualifications:

  • Must be able to remain seated in a stationary position 50% of the time. Must also be able to alternate between sitting, standing, and walking.

INDUS aims to provide a competitive compensation package, including a strong pay for performance rewards approach. The expected base pay range for this position is $80,000 - $95,000. This position is eligible to participate in our corporate 401(k) and Employee Stock Ownership Plan (ESOP) programs, and may be eligible for performance bonuses, and other rewards and benefits (see more about our compensation package and benefits offered at  Culture @ INDUS | INDUS Technology). The pay range for this role considers job-related knowledge, skills, work location, education and training, and certifications. To drive fair pay practices for employees, INDUS conducts regular comparisons across our employee groups and the industry.

INDUS is proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, ancestry, physical or mental disability, medical condition, marital status, genetics, age, or veteran status or any other applicable legally protected status or characteristic.

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