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Financial Advisor Trainee Jobs in Edison, NJ (NOW HIRING)

Ameriprise Financial

Financial Advisor

New York, NY

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Northwestern Mutual

Financial Advisor

Bedminster, NJ · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Manhattan, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Bedminster, NJ · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Princeton, NJ · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Princeton, NJ · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Edison, NJ

Financial Advisor Trainee information

See Edison, NJ salary details

$32.6K

$50.1K

$72K

How much do financial advisor trainee jobs pay per year?

As of Aug 3, 2026, the average yearly pay for financial advisor trainee in Edison, NJ is $50,140.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $53,800.00 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.
More about Financial Advisor Trainee jobs
What are the most commonly searched types of Financial Advisor jobs in Edison, NJ? The most popular types of Financial Advisor jobs in Edison, NJ are:
What are popular job titles related to Financial Advisor Trainee jobs in Edison, NJ? For Financial Advisor Trainee jobs in Edison, NJ, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Trainee jobs in Edison, NJ look for? The top searched job categories for Financial Advisor Trainee jobs in Edison, NJ are:
What cities near Edison, NJ are hiring for Financial Advisor Trainee jobs? Cities near Edison, NJ with the most Financial Advisor Trainee job openings:
Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Edison, NJ as of July 2026, with employment types broken down into 88% Full Time, 8% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $50,140 per year, or $24.1 per hour.

Financial Advisor

Kestra Financial Independent Advisor

Hamilton, NJ • On-site

Full-time

Re-posted 11 days ago

Job description

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets, develop investment strategies, and achieve their financial goals. We are seeking someone who is passionate about the financial industry and has a strong desire to help clients achieve their financial objectives.
Responsibilities
  • Develop customized financial plans to help clients achieve their financial goals
  • Manage investment portfolios and monitor market trends and economic conditions
  • Provide financial advice to clients on a wide range of issues, including retirement planning, tax planning, and estate planning
  • Actively participate in business development activities to build new client relationships and expand the Firm's network
  • Deliver exceptional client service, including organizing client meetings, answering client questions and concerns, and ensuring prompt resolution of any issues
  • Stay abreast of industry trends and new developments, and leverage industry knowledge to help clients make informed decisions
  • Partner with other members of the New Century Investor Services team to ensure successful outcomes for clients

Requirements
  • Bachelor's degree in finance, accounting, economics, or a related field preferred but not required
  • Minimum of 2 years of experience in the financial industry
  • Certified Financial Planner (CFP®) certification preferred but not required
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced, dynamic environment and manage multiple projects simultaneously
  • Detail-oriented with a high degree of accuracy and able to stay organized even with a high volume of work

Apply