ZipRecruiter

Log In

1

Financial Advisor Trainee Jobs in Woonsocket, RI

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client's unique financial situation. While in our ...

Euclid Financial Services

Be Seen First

Financial Advisor

Providence, RI · On-site

$85K - $100K/yr

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client's unique financial situation. While in our ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

The Bulfinch Group

Financial Advisor

Needham, MA · On-site

$55K - $155K/yr

Financial Advisor The Bulfinch Group About the job The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $85K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Providence, RI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Manulife and John Hancock

Financial Advisor

Boston, MA · On-site

$59K - $98K/yr

Supported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Woonsocket, RI

Financial Advisor Trainee information

See Woonsocket, RI salary details

$30.2K

$46.4K

$66.6K

How much do financial advisor trainee jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial advisor trainee in Woonsocket, RI is $46,409.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $49,800.00 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 are the most commonly searched types of Financial Advisor jobs in Woonsocket, RI?

The most popular types of Financial Advisor jobs in Woonsocket, RI are:

What are popular job titles related to Financial Advisor Trainee jobs in Woonsocket, RI?

For Financial Advisor Trainee jobs in Woonsocket, RI, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Trainee jobs in Woonsocket, RI look for?

The top searched job categories for Financial Advisor Trainee jobs in Woonsocket, RI are:

What cities near Woonsocket, RI are hiring for Financial Advisor Trainee jobs?

Cities near Woonsocket, RI with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Woonsocket, RI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $46,409 per year, or $22.3 per hour.

Financial Advisor

Euclid Financial Services

Providence, RI • On-site

$85K - $100K/yr

Full-time

Medical, Retirement, PTO

Re-posted 11 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

Euclid Financial Services is New England’s go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm’s only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.

EFS has an unfailing weekly flow of new prospects that are seeking retirement clarity which is unique to EFS through “The Retirement Factory” our National Radio Show, TV and Referral Programs. We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees.

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client’s unique financial situation. While in our corporate office each advisor provides value to the clients through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

Being a part of EFS Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with a passion for helping others, we’d love to get to know you.

Education:

  • Bachelor's (Preferred)
  • Series 65 or Series 66 - Mandatory
  • Health Life Insurance Licenses - Mandatory

Responsibilities:

  • Work with clients to help them visualize, timeline and plan out financial goals in discovery conversations
  • Assess clients' assets, liabilities, and overall financial conditions in effort to plan their retirement.
  • ·Conduct meetings, semi-annual reviews to ensure client's needs are being met.
  • Clear daily tasks of tracking and reporting, calls and meet company sales expectations. What you can expect from EFS:

You will have consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Euclid Financial Services is committed to your success.

Requirements:

  • Certification or in process of certification in CFP, RICP
  • Ability to work at a high energy level within a team while still delivering quality client experience.
  • Experience in leading client review meetings
  • Experience and ability to bring in new clients after proposals

Benefits:

  • Advisor Salary
  • Qualified Client Appointments
  • Health insurance - Waiting period - Full Time Employees Only
  • 401k
  • Short-Term DI
  • Accident Insurance
  • PTO time
  • Qualified Financial Bonuses
  • Qualified Bonus Corporate Vacations

Company's website:

  • www.euclidfs.com

Company Description

Euclid Financial Services has been in business for 25 years, helping people ages 55-70 to and through their entire retirement.