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Financial Advisor Trainee Jobs in Woonsocket, RI

LPL Financial

Analyst, Retirement Partners

Boston, MA · On-site

$32.09 - $53.48/hr

Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business. * Exhibit understanding of the financial services industry and a ...

LPL Financial

Sr Analyst, Retirement Partners

Boston, MA · On-site +1

$61K - $103K/yr

Engage with advisors to resolve setup and operational issues in a way that is inclusive to holistic wealth management business. * Understanding of the financial services industry and a willingness 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 Aug 20, 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:

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, 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.

Servicing Financial Advisor - Boston area

Alera Group

Needham, MA • On-site

$80K - $95K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

OVERVIEW

Servicing Financial Advisor - Boston area – Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Servicing Financial Advisor who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group

  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way


RESPONSIBILITIES
What You’ll Do / Your ImpactClient Experience & Advisory Support
  • Meet oneonone with established clients to provide ongoing financial planning and advisory support
  • Assist with new client onboarding and guide clients through the transition into longterm advisory relationships
  • Prepare, present, and implement customized financial plans aligned with client goals
  • Provide holistic financial planning advice, including investment, insurance, and retirement strategies
  • Maintain strong, ongoing relationships with existing clients through proactive service and communication
Operational & Compliance Excellence
  • Ensure financial plans, investment recommendations, and client documentation align with regulatory requirements and firm standards
  • Coordinate with internal partners to support account setup, implementation, and ongoing servicing
  • Maintain required licenses and certifications and adhere to compliance and supervisory guidelines
  • Maintain accurate client records and documentation to support consistent service delivery
Growth & Retention
  • Develop and retain strong client relationships through proactive service and followthrough
  • Identify opportunities to deepen existing client relationships through planning and investment solutions
  • Support firm growth by participating in client meetings and attending educational workshops for retiree prospects

QUALIFICATIONS
What You BringRequired
  • 3+ years of financial services advisory experience
  • Strong understanding of investment products and financial planning strategies, particularly retirement planning
  • Excellent verbal and written communication skills
  • Ability to work effectively in a fastpaced, evolving environment
Preferred
  • Series 65 or Series 7 & 66 licenses
  • Active Massachusetts Life insurance license
  • College degree preferred
Core Competencies
  • Analytical mindset with the ability to translate client goals into actionable financial strategies
  • Relationshipbuilding and longterm client trust development
  • Integrity, discretion, and professionalism when working with sensitive financial information

ADDITIONAL INFORMATION

Compensation:
Salary range: $80,000 – $95,000 per year
Eligible for performance-based bonus: [Yes/No – if applicable]

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

  • Role-specific learning paths

  • Leadership development programs

  • Technical and compliance training

  • Industry certifications and continuing education support

  • Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

  • Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire

  • CFP® preferred or encouraged

  • Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-AM1

#LI-In-Office


Location Type
In-OfficeQualifications:
What You BringRequired
  • 3+ years of financial services advisory experience
  • Strong understanding of investment products and financial planning strategies, particularly retirement planning
  • Excellent verbal and written communication skills
  • Ability to work effectively in a fastpaced, evolving environment
Preferred
  • Series 65 or Series 7 & 66 licenses
  • Active Massachusetts Life insurance license
  • College degree preferred
Core Competencies
  • Analytical mindset with the ability to translate client goals into actionable financial strategies
  • Relationshipbuilding and longterm client trust development
  • Integrity, discretion, and professionalism when working with sensitive financial information
Education:UNAVAILABLEEmployment Type: FULL_TIME

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