Financial Advisor Sonoma and Napa, CA Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an ...
Financial Advisor Sonoma and Napa, CA Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
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 ...
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 ...
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 ...
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 ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
LPL Financial collaborates with banks to provide a comprehensive suite of financial services ... A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ...
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
Napa, CA · On-site
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
Napa, CA · On-site
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
Napa, CA · On-site
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
Napa, CA · On-site
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
Napa, CA · On-site
$70K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areas
Napa, CA · On-site
$70K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
Santa Rosa, CA · On-site
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding Areas
Santa Rosa, CA · On-site
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At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Business Controlling Financial Data Validation & Quality Ensure accuracy of financial data ... Please be advised that ABB makes no such requests. All our open positions are made available on our ...
Business Controlling Financial Data Validation & Quality Ensure accuracy of financial data ... Please be advised that ABB makes no such requests. All our open positions are made available on our ...
Financial Analyst
Novato, CA · On-site
$120K - $130K/yr
Financial Analyst Location: San Francisco Bay Area (Hybrid. Remote work with required attendance at occasional in-person meetings and events.) Reports To: CFO Pay Range: $120,000 - $130,000 Benefits ...
Financial Analyst
Novato, CA · On-site
$120K - $130K/yr
Financial Analyst Location: San Francisco Bay Area (Hybrid. Remote work with required attendance at occasional in-person meetings and events.) Reports To: CFO Pay Range: $120,000 - $130,000 Benefits ...
As the financial bridge between R&D and Finance, you'll help leaders understand the financial story behind their business by providing meaningful analysis, guiding investment decisions, and ...
As the financial bridge between R&D and Finance, you'll help leaders understand the financial story behind their business by providing meaningful analysis, guiding investment decisions, and ...
As the financial bridge between R&D and Finance, you'll help leaders understand the financial story behind their business by providing meaningful analysis, guiding investment decisions, and ...
As the financial bridge between R&D and Finance, you'll help leaders understand the financial story behind their business by providing meaningful analysis, guiding investment decisions, and ...
Financial Advisor Trainee information
See Rohnert Park, CA salary details
$34.9K - $38.7K
11% of jobs
$38.7K - $42.5K
0% of jobs
$42.5K - $46.4K
6% of jobs
$47.4K is the 25th percentile. Wages below this are outliers.
$46.4K - $50.2K
29% of jobs
The median wage is $50.7K / yr.
$50.2K - $54K
28% of jobs
$54.2K is the 75th percentile. Wages above this are outliers.
$54K - $57.9K
5% of jobs
$57.9K - $61.7K
7% of jobs
$61.7K - $65.5K
5% of jobs
$65.5K - $69.3K
5% of jobs
$69.3K - $73.2K
2% of jobs
$73.2K - $77K
0% of jobs
$34.9K
$53.6K
$77K
How much do financial advisor trainee jobs pay per year?
What is the difference between Financial Advisor Trainee vs Financial Advisor?
| Aspect | Financial Advisor Trainee | Financial Advisor |
|---|---|---|
| Certifications | Typically required to pursue certifications like CFP or Series 7 | Often holds certifications such as CFP, Series 7, or Series 65 |
| Work Environment | Entry-level, training-focused roles often in financial firms or banks | Client-facing, providing financial planning and investment advice |
| Job Responsibilities | Learning and assisting with client portfolios, gaining experience | Managing 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 to become a trainee financial advisor?
How much do trainee financial advisors earn?
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?
Is 30 too old to become a financial advisor?
What do financial advisor trainees do?
What are the typical challenges faced by a Financial Advisor Trainee during the first year on the job?
What are the key skills and qualifications needed to thrive as a Financial Advisor Trainee, and why are they important?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 26 days ago
Corebridge Financial rating
9.5
Based on 11 frontline employees who took The Breakroom Quiz
8th of 298 rated insurance
Job description
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
- We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
- We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
- We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
- We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Financial Advisor
Sonoma and Napa, CA
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
- You will meet with existing and prospective clients to plan their financial future.
- Utilize our company-provided technology and tools to improve your operation.
- You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
- Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
- High school diploma or GED
- Ideally, you have 2+ years of experience working as a Financial Advisor.
- A proven and successful sales track record.
- You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
- You also have an active state variable life and health license.
Work Location
- This position is currently designated as remote.
Estimated Travel
- May include up to 25% travel.
Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role.
This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
- Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
- Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
- Employee Assistance Program: Confidential counseling services and resources are available to all employees.
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
- Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
- Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: www.corebridgefinancial.com
Functional Area:
SC - Sales Commission
Estimated Travel Percentage (%): Up to 50%
Relocation Provided: No
The Variable Annuity Life Insurance Company
What Corebridge Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Corebridge Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Houston, TX, US
Year founded
1998