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Financial Advisor Trainee Jobs in Woonsocket, RI

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

Modera Wealth Management

Financial Advisor

Westwood, MA · On-site +1

$150K - $170K/yr

We are looking for a Financial Advisor in Westwood, MA that is responsible for developing and deepening relationships with an established base of clients to deliver a world class experience.

Moody Street Group

Financial Advisor

Boston, MA

We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. The Moody Street Group, LLC , with ...

Moody Street Group

Financial Advisor

Boston, MA · On-site

The Moody Street Group, LLC , a general agency, of OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in ...

Manulife

Financial Advisor

Boston, MA · On-site

$59K - $98K/yr

Bachelor'sdegreepreferred. * 5-7 + years of Financial Services experience, preferably in phone and/or sales roles * CRPC designation a plus. When you join our team: * We willempower you to learn and ...

RK Partners

Financial Advisor - Licensed

Boston, MA

$60K - $125K/yr

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...

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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 Sep 3, 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 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 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:

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

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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, 78% Full Time, 18% Part Time, 2% Contract, and 1% Nights. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $46,409 per year, or $22.3 per hour.

Financial Advisor/Wealth Manager - Providence, RI

New England Financial Advisors (NEFA)

Providence, RI • On-site

$100K/yr

Other

Posted 4 days ago

Job description

New England Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.


Being a New England financial advisor requires a contemporary way of thinking and doing. At NEFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.


On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support


TFA is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.


Some features of this position include:

  • One-on-one training from seasoned leaders in the local financial planning industry
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)


Job Requirements:

  • Associate’s degree in business or industry-related field
  • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office


Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

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