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

Financial Analyst/Manager

Anderson, SC · On-site

$100K - $130K/yr

We are looking for a Financial Analyst/Manager to support business performance through insightful reporting, planning, and analysis. This position works closely with leaders across commercial and ...

Stf, Financial Mgmt What You Will Be Doing You will be a Material Business Analyst assigned to the F16 Production Finance portfolio within the Integrated Fighter Group organization. This position ...

Sr, Financial Mgmt

Greenville, SC · Hybrid

$80K - $100K/yr

Sr, Financial Mgmt What You Will Be Doing You will be a Material Business Analyst assigned to the F16 Production Finance portfolio within the Integrated Fighter Group organization. This position will ...

Finance Analyst

Anderson, SC · On-site

$38.46 - $43.27/hr

Support preparation of financial statements and management reports Budgeting & Analysis * Assist in the development of annual budgets and forecasts * Track actual performance versus budget and ...

High School diploma or equivalent * 5 years -Health Care Revenue Cycle experience including registration, billing, collections, credits, refunds, customer service, banking, finance or managed care.

High School diploma or equivalent * 5 years - Health Care Revenue Cycle experience including registration, billing, collections, credits, refunds, customer service, banking, finance or managed care.

High School diploma or equivalent * 5 years -Health Care Revenue Cycle experience including registration, billing, collections, credits, refunds, customer service, banking, finance or managed care.

Showing results 21-33

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 Aug 15, 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 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.

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.

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 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?

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 popular job titles related to Financial Advisor Trainee jobs in Anderson, SC?

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

What job categories do people searching Financial Advisor Trainee jobs in Anderson, SC look for?

The top searched job categories for Financial Advisor Trainee jobs in Anderson, SC are:

What cities near Anderson, SC are hiring for Financial Advisor Trainee jobs?

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

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 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $44,334 per year, or $21.3 per hour.

Financial Analyst/Manager

Robert Half

Anderson, SC • On-site

$100K - $130K/yr

Full-time

Posted 23 days ago


Job description

We are looking for a Financial Analyst/Manager to support business performance through insightful reporting, planning, and analysis. This position works closely with leaders across commercial and product-focused teams to guide decisions, improve financial visibility, and strengthen operational results. The role is well suited for a finance specialist who is comfortable balancing recurring deliverables with project-based initiatives in a fast-paced environment.
Responsibilities:
• Collaborate with leaders in sales, marketing, and product management to translate business goals into financial plans and performance insights.
• Support the monthly close cycle by preparing analyses, reviewing results, and helping deliver timely management reporting.
• Lead forecasting and annual budgeting activities for the assigned business area, ensuring assumptions are well documented and aligned with operating plans.
• Maintain financial data and reporting tools that enable accurate margin, profitability, and performance analysis across the business unit.
• Produce recurring financial summaries and on-demand analysis to help leadership evaluate trends, risks, and opportunities.
• Contribute to quarterly operational finance reviews by assembling key metrics, explaining performance drivers, and preparing presentation materials.
• Perform profit and loss variance analysis, identify the causes behind deviations, and communicate findings to stakeholders.
• Recommend and implement process improvements that increase efficiency, strengthen accuracy, and support continuous improvement efforts.
• Participate in finance-related projects, including enhancements to reporting platforms and implementation of financial software solutions.• Bachelor’s degree in Accounting, Finance, or a closely related field.
• At least 5 years of experience in finance and accounting, ideally within a large corporate environment.
• Strong capability in financial analysis, financial modeling, budgeting, forecasting, and variance review.
• Advanced proficiency with Microsoft Office applications, especially Excel and Access.
• Solid understanding of accounting principles and financial reporting practices.
• Excellent written and verbal communication skills, with the ability to work effectively across all organizational levels.
• Strong organizational and project coordination skills, with the ability to manage multiple priorities while maintaining accuracy.
• Experience in a global manufacturing environment with multiple reporting units, as well as exposure to enterprise financial systems such as Hyperion Financial Management, is preferred.

Robert Half logo

About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948