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Financial Advisor Trainee Jobs in Rockingham, NC

Pinehurst Medical

Financial Analyst

Pinehurst, NC · On-site

What will you do as a PMC Financial Analyst The Financial Analyst supports the financial planning, reporting, and operational analysis for Pinehurst Medical Clinic. This role partners with leadership ...

Kraken Kinetics

Financial Analyst I

Pinehurst, NC · On-site

$70K - $85K/yr

Key Responsibilities Financial Reporting & Analysis * Prepare weekly/monthly financial reports including cost summaries and variance analysis * Assist in building and maintaining a cash flow forecast ...

Kraken Kinetics

Financial Analyst I

Pinehurst, NC · On-site

$70K - $85K/yr

Key Responsibilities Financial Reporting & Analysis * Prepare weekly/monthly financial reports including cost summaries and variance analysis * Assist in building and maintaining a cash flow forecast ...

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Rockingham, NC

Financial Advisor Trainee information

See Rockingham, NC salary details

$26.5K

$40.8K

$58.5K

How much do financial advisor trainee jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial advisor trainee in Rockingham, NC is $40,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,800.00 and $43,800.00 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 cities near Rockingham, NC are hiring for Financial Advisor Trainee jobs? Cities near Rockingham, NC with the most Financial Advisor Trainee job openings:
Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Rockingham, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% Hybrid job distribution, with an average salary of $40,774 per year, or $19.6 per hour.

Financial Analyst

Pinehurst Medical

Pinehurst, NC • On-site

Full-time

Re-posted 17 days ago

Job description

Pinehurst Medical Clinic (PMC)

PMC is a recognized healthcare provider in the communities of Moore County, Lee County, Cumberland County, Chatham County, and the surrounding six counties. Locally owned and managed, PMC offers a broad range of primary and specialty care services to the communities we serve. The physicians and healthcare team of professionals at PMC share a commitment to patient-centered care that is physician-led and utilizes the latest advances in medical technology. This combination of leading-edge medicine and deep compassion for the people we serve has been a hallmark of PMC since 1952. PMC consists of over 130 providers, approximately 750 employees, and 16 locations.

Benefits to support you and your family:

PMC is proud to support the total health and well-being of our team members so they can thrive personally and professionally. That’s why, as part of the PMC team, you’ll have a package of benefits that covers your health, well-being, family, and future. For more information regarding our benefits, click here to view our benefits overview guide.


What will you do as a PMC Financial Analyst

The Financial Analyst supports the financial planning, reporting, and operational analysis for Pinehurst Medical Clinic. This role partners with leadership to provide actionable insights into practice performance, including provider productivity, revenue cycle, payer trends, and expense management. The analyst helps drive informed decision-making through budgeting, forecasting, and financial modeling in a dynamic, independent, physician-owned medical group.

A day in the life of a PMC Financial Analyst may include:

  • Develop and maintain monthly financial reports, dashboards, and variance analyses for practice leadership.
  • Analyze physician compensation models, provider productivity, and service line profitability.
  • Provide analytical and consultative support to departmental and service line leaders through the evaluation and understanding of how productivity information is integrated into the day-to-day operations.
  • Support annual budgeting, long-range planning, and monthly forecasting processes.
  • Monitor key performance indicators (KPIs), including patient volumes, collections, reimbursement trends, labor costs, and operating margins.
  • Partner with revenue cycle teams to evaluate billing performance, denials, net collection rates and payer mix.
  • Perform ad hoc financial analyses related to new service lines, provider recruitment, and strategic initiatives.
  • Prepare business cases and proforma models for practice expansion, capital investments, and operational improvements.
  • Assist with month-end close by validating financial data and ensuring accuracy of reports
  • Identify trends, risks, and opportunities to improve financial performance across clinic locations and specialties.
  • Present findings and recommendations to leadership.
  • Other duties as assigned.

Qualifications

Education (Including Licenses and Certifications): Bachelor's degree in Business, Accounting, Finance, or a related field required or equivalent combination of education and experience. MBA or MHA preferred but not required.

Experience: 3-5 years’ experience as a financial analyst or similar role, preferably in healthcare, medical group or physician practice operations. Proficient with Microsoft Office applications including Microsoft Excel & Microsoft SQL server.

Skills/Abilities:

  • Requires strong proficiency in Microsoft Excel including but not limited to complex formulas, pivot tables etc.
  • Experience with physician practice metrics, including RVUs, provider productivity, reimbursement analysis, and practice operating expenses.
  • Familiarity with healthcare reimbursement methodologies, including Medicare, commercial payers, and value-based care arrangements.
  • Strong analytical, problem-solving and communication skills.
  • Ability to work cross-functionally with finance, operations, revenue cycle, and clinical leadership.


Shift: Day Shift (Monday through Friday) no weekends or holidays

Pay Type: Salary (Exempt)

The Pinehurst Medical Clinic is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations and provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.