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

Ourhrconnect

Financial Analyst

Columbia, SC · On-site

Summary Extracts and reports enrollment and financial data used to develop competitive rates to achieve financial targets and reach profitability goals. Description Why should you join the BlueCross ...

Unum UK

Senior Financial Analyst

Columbia, SC · Remote

$79K - $98K/yr

It combines financial analysis with a focus on enhancing operational efficiency, consistency, and data-driven decision-making across the business. Principal Duties and Responsibilities * Develop and ...

HUB

Employee Benefits Financial Analyst

Columbia, SC

A Financial Analyst (FA) assists the Financial Consultants (FC) in the day-to-day needs of the business. Typical functions include but are not limited to gathering and auditing monthly financial data ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Sumter, SC

Financial Advisor Trainee information

See Sumter, SC salary details

$28.1K

$43.1K

$61.9K

How much do financial advisor trainee jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial advisor trainee in Sumter, SC is $43,132.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,800.00 and $46,300.00 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 Sumter, SC?

The most popular types of Financial Advisor jobs in Sumter, SC are:

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

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

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

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

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

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Sumter, SC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $43,132 per year, or $20.7 per hour.

Financial Analyst

Ourhrconnect

Columbia, SC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description


Summary
 Extracts and reports enrollment and financial data used to develop competitive rates to achieve financial targets and reach profitability goals.
Description
 

Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but we've been part of the national landscape for more than seven decades, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina ... and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies, allowing us to build on various business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team!

Position Purpose:

Extracts and reports enrollment and financial data used to develop competitive rates to achieve financial targets and reach profitability goals.

Location:

This position is from 8:30am - 5pm Monday - Friday at 4101 Percival Road, Columbia, SC 29229.

Sponsorship:

This position is not eligible for sponsorship now or in the future.

WhatYou'llDo:

  • Develops reporting for new product types.
  • Maintains user tables and documentation for rating systems.
  • Conducts ad hoc reporting and provides support to underwriting and actuarial staff as needed.
  • Provides periodic system updates.
  • Produces required monthly reports.

To QualifyForThis Position, You'll NeedThe Following:

  • Required Education: Bachelor's in a job related field
  • Required Work Experience: 5 Years Financial analysis and reporting.
  • Skills and Abilities: Analyzes competing programs to assist with competitive pricing decisions. Develops actuarial computer model. Develops reporting for new product types. Documents submissions to state regulatory authorities, Performs profitability analysis to determine appropriate rates for various lines of business

OurComprehensiveBenefitsPackageIncludesTheFollowing:

We offer our employees great benefits and rewards.You will be eligible toparticipateinourbenefitsprogramthe first of the month following28 daysof employment.

  • Subsidized health plans, dental and vision coverage

  • 401kretirement savings plan with company match

  • Life Insurance

  • Paid Time Off (PTO)

  • On-site cafeterias and fitness centers in major locations

  • EducationAssistance

  • Service Recognition

  • National discounts to movies, theaters, zoos, theme parks and more

What We Can Do for You:

We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrumshave the opportunity todevelop their skills, advance their careers and contribute their unique abilities to the growth of our company.

WhatTo Expect Next:

After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications.This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements.

Equal Employment Opportunity Statement

BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilitiesand protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations.

We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company.

If you need special assistance or an accommodation while seeking employment, please email mycareer.help@bcbssc.comor call 800-288-2227, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis.

We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's moreinformation.

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