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Financial Planner Trainee Jobs (NOW HIRING)

Raymondjames

Financial Advisor Trainee

Medina, OH

$37K - $46K/yr

The Trainee will balance new client development, sales activities, investment management, customer ... Stays abreast of investment products, industry rules and regulations, and financial planning.

Raymondjames

Financial Advisor Trainee

Medina, OH · On-site

$37K - $46K/yr

The Trainee will balance new client development, sales activities, investment management, customer ... Stays abreast of investment products, industry rules and regulations, and financial planning.

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Financial Planner Trainee information

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$50.5K

$96.7K

$139.5K

How much do financial planner trainee jobs pay per year?

As of Jun 26, 2026, the average yearly pay for financial planner trainee in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planner Trainee, and why are they important?

To thrive as a Financial Planner Trainee, you need a solid grasp of financial principles, analytical skills, and a relevant degree in finance, accounting, or a related field. Familiarity with financial planning software (like eMoney Advisor or MoneyGuidePro), CRM systems, and pursuing certifications such as CFP® are highly valued. Outstanding interpersonal, communication, and active listening skills help build trust and understand clients’ needs. These skills and qualities are crucial for delivering tailored financial advice, fostering client relationships, and building a successful planning practice.

What are some common challenges Financial Planner Trainees face during their first year, and how can they overcome them?

Financial Planner Trainees often encounter challenges such as building a client base from scratch, mastering a wide range of financial products, and staying current with regulatory requirements. To overcome these obstacles, successful trainees frequently leverage mentorship programs, participate in ongoing training, and actively seek networking opportunities within and outside their organization. Open communication with experienced team members and a proactive approach to professional development can significantly ease the transition and set the foundation for long-term growth in the field.

What is the difference between Financial Planner Trainee vs Financial Advisor?

AspectFinancial Planner TraineeFinancial Advisor
CertificationsOften pursuing certifications like CFP or similarTypically holds CFP, Series 7, or other licenses
Work EnvironmentEntry-level, training-focused roles in financial firmsClient-facing, providing financial advice and planning
Employer & Industry UsageUsed in firms training future plannersUsed across banks, independent firms, and financial institutions

The main difference is that a Financial Planner Trainee is an entry-level role focused on training and gaining experience, often working towards certifications like CFP. A Financial Advisor is a more experienced professional who provides direct financial advice to clients, often holding relevant licenses and certifications. The trainee role is a stepping stone toward becoming a fully licensed Financial Advisor.

What are Financial Planner Trainees?

Financial Planner Trainees are entry-level professionals who assist experienced financial planners and advisors in helping clients manage their finances, investments, and long-term financial goals. They typically undergo training programs to learn about financial products, client relationship management, and regulatory requirements. Their responsibilities may include conducting research, preparing financial plans, and supporting client meetings. Over time, trainees gain the experience and certifications needed to become licensed financial planners or advisors themselves.
More about Financial Planner Trainee jobs
What cities are hiring for Financial Planner Trainee jobs? Cities with the most Financial Planner Trainee job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Financial Planner Trainee jobs? States with the most job openings for Financial Planner Trainee jobs include:
Financial Planner Trainee jobs near you
Infographic showing various Financial Planner Trainee job openings in the United States as of June 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial Planner Trainee - Career Transition

Financial Planner Trainee - Career Transition

New York Life

San Antonio, TX

$120K/yr

Full-time

Medical, Dental, Life, Retirement

Posted 28 days ago

Job description

Build a career that's designed to last.

For over 180 years, New York Life has helped individuals, families, and businesses navigate life's financial decisions through changing markets and generations. As a Financial Professional, you'll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.

What You'll Do

  • Develop your own client base through networking, referrals, and community involvement
  • Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
  • Offer tailored solutions across insurance and financial products
  • Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart

  • Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
  • Training & Support: Structured onboarding, licensing support, ongoing coaching and opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
  • Financial Support: Training subsidy available for eligible candidates during early stages
  • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
  • Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
  • Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions-or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services.

What We Look For

  • Self-motivated individuals who take initiative
  • Strong communicators who enjoy building relationships
  • Coachable and open to feedback
  • Interested in long-term learning and growth, not just a short-term role

Compensation & Benefits

  • You have the power to determine your own income with our commission-based compensation
  • In 2024, the average income of our financial professionals under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $120,555. Individual agent performance will determine your income.
  • Benefits for eligible full-time agents include medical, dental, life and long-term disability coverages, 401(k), and pension

For more information about commission-based income and benefits for financial professionals, please follow this link:

https://www.newyorklife.com/ca...

The Next Step

If you're looking for a career where your work has real impact-and your growth is in your hands- supported by a company with a long history and a strong future, let's start a conversation.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors.

We are focused on the long-term success of our clients.

We're proud to be recognized by the following organizations:

  • Fortune (2026): World's Most Admired Companies
  • Handshake (2026): Early Talent Award
  • Seramount (2025): 100 Best Companies for Workplace Programs

The results we've delivered for our clients include:

  • 5 million policyowners protected
  • $1 billion in lifetime annuity income paid
  • $7.8 billion in living benefits awarded (dividends not guaranteed)
  • $1.2 trillion in life insurance protection in force
  • #1 largest mutual insurer in the U.S.*The terms "agent" and "financial professional" are used interchangeably and refer to someone who is in a sales role under an agent contract.

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life subsidiary.

2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

New York Life accepts applications for the Financial Professional position on an ongoing basis. Qualified candidates are encouraged to apply

SMRU 8914120 (Exp.04/30/2027)

Employment Type: FULL_TIME
NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

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