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Financial Advisor Trainee Jobs in Vermont (NOW HIRING)

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to ...

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial Are you a seasoned financial professional with a passion for client relationships and a desire to ...

Community College of Vermont

LNA Navigator

Winooski, VT · On-site

$18.50 - $23.25/hr

... and supports trainee retention through advising and wrap-around services. The LNA Navigator ... Support prospective students in understanding and accessing financial aid, non-degree grants ...

Robert Half

Financial Analyst

Waterbury Center, VT · On-site

Coordinate financial and operational data exchanges with regional market organizations and external counterparties to ensure timely and accurate reporting. * Review and reconcile monthly activity ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Vermont

Financial Advisor Trainee information

See Vermont salary details

$33.5K

$51.5K

$73.9K

How much do financial advisor trainee jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial advisor trainee in Vermont is $51,496.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $55,300.00 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 Vermont?

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

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

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What cities in Vermont are hiring for Financial Advisor Trainee jobs?

Cities in Vermont with the most Financial Advisor Trainee job openings:

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Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Vermont as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,496 per year, or $24.8 per hour.

Financial Advisor

Jambalaya Group

South Burlington, VT • On-site

$75K - $100K/yr

Full-time

Retirement, PTO

Re-posted 21 days ago

Job description

We're Hiring: Financial Advisor
GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team.
Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.
Responsibilities
  • Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals.
  • Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward.
  • Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations.
  • Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends.
  • Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services.
  • Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market.

How to Apply
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives.
Equal Opportunity Employer
GuideWorth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Qualifications
  • Minimum of five years' experience as a financial advisor.
  • Hold Series 7, Series 66, and Life & Health licenses.
  • CFP® designation strongly preferred.
  • Strong interpersonal and communication skills.
  • Highly organized, detail-oriented, and proactive.
  • Book of business preferred, but not required.

Benefits
Compensation & Benefits
  • Initial base compensation range of $75,000 - to $100,000, commensurate with experience.
    • Exempt status
  • Variable compensation based on performance.
  • Comprehensive benefits package, including PTO and paid holidays.
  • 401(k) plan with employer match.
  • Professional development opportunities and practice-provided resources to help grow your client base.

Apply