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Financial Advisor Trainee Jobs in Portland, ME (NOW HIRING)

WEX, Inc.

Financial Analyst

Portland, ME · On-site

$82K - $97K/yr

Financial Reporting & Analysis: Deliver transparent, high-quality financial reporting of Technology & Digital operating expenses. Provide deep-dive analysis on cost drivers, resource investments, and ...

eNett

Financial Analyst

Portland, ME · Hybrid

$82K - $97K/yr

Financial Reporting & Analysis: Deliver transparent, high-quality financial reporting of Technology & Digital operating expenses. Provide deep-dive analysis on cost drivers, resource investments, and ...

Robert Half

Sr. Financial Analyst

Falmouth, ME · On-site

$36.41 - $42.16/hr

We are looking for an experienced Sr. Financial Analyst to support financial planning and analytical initiatives for a Contract position based in Falmouth, Maine. This role will focus on interpreting ...

ViziRecruiter,LLC.

Analyst III Finance

Scarborough, ME · On-site

$86.32 - $129.48/hr

Overview This position provides end-to-end financial planning, analysis, and reporting support across ADUSA, with accountability for key budgeting, forecasting, and long-term planning activities. The ...

New

Elevance Health

Actuarial Analyst III

South Portland, ME · On-site

$89K - $170K/yr

Assists in training of actuarial trainees, analysts and specialists. * Coordinates/directs special ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Portland, ME

Financial Advisor Trainee information

See Portland, ME salary details

$32.2K

$49.6K

$71.1K

How much do financial advisor trainee jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial advisor trainee in Portland, ME is $49,552.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $53,200.00 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 Portland, ME?

The most popular types of Financial Advisor jobs in Portland, ME are:

What are popular job titles related to Financial Advisor Trainee jobs in Portland, ME?

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

What job categories do people searching Financial Advisor Trainee jobs in Portland, ME look for?

The top searched job categories for Financial Advisor Trainee jobs in Portland, ME are:

What cities near Portland, ME are hiring for Financial Advisor Trainee jobs?

Cities near Portland, ME with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Portland, ME as of August 2026, with employment types broken down into 67% Full Time, and 33% Temporary. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $49,552 per year, or $23.8 per hour.

Financial Analyst

WEX, Inc.

Portland, ME • On-site

$82K - $97K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

WEX Inc. rating

7.3

Company rating: 7.3 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

13th of 21 rated payment service providers

Job description

About Team / Role
We are seeking a self-driven Financial Analyst to join our FP&A Technology team. In this role, you will be the dedicated financial partner for the Technology & Digital organization, delivering budgeting, forecasting, and reporting to support strategic investment decisions. You will provide critical insights to leadership while driving financial clarity, accountability, and operational efficiency across the global Technology and Product teams.
How You'll Make an Impact
  • Financial Reporting & Analysis: Deliver transparent, high-quality financial reporting of Technology & Digital operating expenses. Provide deep-dive analysis on cost drivers, resource investments, and performance metrics for ELT stakeholders.
  • Strategic Business Partnering: Act as a key thought partner to Technology leaders. Enable informed decision-making by connecting Technology & Digital teams with Commercial Finance partners and translating financial findings for non-financial stakeholders.
  • Close & Compliance: Manage monthly and quarterly standard close processes, including accruals, reclasses, and reconciliation of financial systems. Ensure continued compliance with accounting policies and perform relevant SOX controls.
  • System Integration & Data Accuracy: Consolidate inputs from time-tracking tools and financial systems to provide a unified view of Technology spend. Maintain data integrity across cost categories and initiatives.
  • Process Automation & Improvement: Champion the modernization of financial processes. Identify and eliminate non-value-added activities, implementing standardization and automation to shift focus from manual data crunching to value-add financial analysis.
  • Capital Planning Support: Enhance and implement capital planning tools for the Technology area to ensure alignment with broader FP&A platform upgrades.

Experience You'll Bring
  • Education: Bachelor's degree in Finance, Accounting, or a related field.
  • Experience: 5+ years of experience in Finance or Accounting, preferably supporting technology or IT organizations.
  • Technical Proficiency: Advanced Excel skills (complex modeling, advanced formulas, pivot tables) and experience with ERP systems (e.g., Anaplan, Peoplesoft).
  • Analytical Rigor: Proven ability to synthesize complex data sets into clear, actionable insights for senior leadership.
  • Communication & Influence: Excellent verbal and written communication skills with the ability to articulate financial performance to a variety of stakeholders.
  • Process Orientation: A strong desire to "fix and build." Demonstrated success in streamlining manual processes and implementing automated solutions.
  • Preferred Skills: Experience with automation tools such as Alteryx and UIPath is a strong plus.
  • Adaptability: Ability to operate independently in a hybrid work environment, manage competing priorities, and drive engagement across teams.

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.
Pay Range: $82,000.00 - $97,600.00

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