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Financial Advisor Trainee Jobs in Tooele, UT (NOW HIRING)

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Financial Advisor Trainee information

See Tooele, UT salary details

$29.6K

$45.5K

$65.3K

How much do financial advisor trainee jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial advisor trainee in Tooele, UT is $45,471.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $48,800.00 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 cities near Tooele, UT are hiring for Financial Advisor Trainee jobs?

Cities near Tooele, UT with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Tooele, UT as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $45,471 per year, or $21.9 per hour.

Financial Advisor

South Jordan, UT • On-site

Cambridge Financial Network
See more jobs at Cambridge Financial Networkexternal

Full-time

Re-posted 25 days ago

Job description

Description
At Cambridge Financial Network, we're committed to empowering you to make a genuine difference in the lives of individuals and families. As a Financial Advisor, you'll have the opportunity to provide dependable financial stability, guiding clients through life's ups and downs. With our legacy of over 175 years, we ensure you have access to comprehensive support, training, and cutting-edge resources to establish and grow your practice confidently. You'll develop meaningful client relationships and offer tailored financial solutions, all while being a part of a vibrant team dedicated to innovation and community well-being.
We're seeking driven professionals eager to help clients achieve their financial goals. Here, you'll find a collaborative environment where your career development is a priority. We offer structured support, professional growth opportunities, and the tools you need to succeed. If you're ready to embark on a rewarding career in financial services and make a lasting impact, let's take the next step together.
Responsibilities
• Guide clients in developing personalized financial plans that align with their long-term goals.
• Analyze clients' financial status, including income, expenses, and investments, to provide tailored advice.
• Stay informed on market trends and economic changes to offer timely and relevant financial guidance.
• Build and maintain strong client relationships through regular communication and exceptional service.
• Collaborate with team members to develop innovative financial strategies and solutions.
• Educate clients on financial products and services, ensuring they understand their options and make informed decisions.
• Monitor clients' financial progress and adjust plans as needed to ensure continued alignment with their objectives.
Qualifications
• Experience in developing personalized financial plans tailored to individual client goals.
• Ability to build and maintain strong, trust-based relationships with clients.
• Proven track record of conducting comprehensive financial assessments to identify client needs.
• Strong knowledge of industry trends and regulatory changes to provide current advice.
• Ability to collaborate effectively with team members to enhance service offerings.
• Experience in educating clients on investment options and risk management strategies.
• Proven ability to proactively manage client portfolios, optimizing performance to meet objectives.

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