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Financial Advisor Trainee Jobs in Anderson, SC (NOW HIRING)

AppleOne

Junior Financial Advisor

Greenville, SC

$85K/yr

The Junior Financial Advisor will work closely with senior advisors, support client planning activities, participate in client meetings, and help develop financial plans and investment ...

New

Truist

Premier Advisor - Greenville, SC

Greenville, SC · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to develop ... Proactively work with the financial advisor on assigned investment accounts for adherence to ...

Clemson

Financial Analyst

Clemson, SC · On-site

Monitor CUF spending and advise on appropriate use of CUF funds. 35% - Financial Planning: Prepares and submits annual budgets and budget requests working closely with unit leaders and direct ...

SNAP Diagnostics

Financial Analyst - FP&A

Anderson, SC · On-site

Financial Analyst - FP&A Primary Responsibilities * Administrator for financial reporting software being utilized by several teams across the organization * Partner with key stakeholders to verify ...

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Financial Advisor Trainee information

See Anderson, SC salary details

$28.8K

$44.3K

$63.6K

How much do financial advisor trainee jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor trainee in Anderson, SC is $44,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $47,600.00 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.
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What cities near Anderson, SC are hiring for Financial Advisor Trainee jobs?

Cities near Anderson, SC with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Anderson, SC as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $44,334 per year, or $21.3 per hour.

Advisor Development Program - Financial Solutions Advisor Trainee: Highway 123 Financial Center

Bank of America

Seneca, SC • On-site

$55 - $75/hr

Other

Posted 20 days ago

Key responsibilities

  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66 exams.

  • Learn and apply foundational skills to acquire, build, and manage client relationships and provide financial advice and solutions.

  • Assist in delivering Bank of America's core banking, investment solutions, and client care in a financial center.

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 536 frontline employees who took The Breakroom Quiz

49th of 174 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Role Specifics:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Required Qualifications:
  • Displays confidence working in a sales role
  • Builds strong client relationships through effective communication and collaboration
  • Displays a proactive mindset and effective time management
  • Demonstrates a results-driven mindset and prioritizes client interests
  • Identifies appropriate client solutions through application of learnings and new information
  • Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously
Shift:

1st shift (United States of America)

Hours Per Week:

40

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What Bank Of America employees say

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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