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Financial Planner Trainee Jobs in Virginia (NOW HIRING)

IMIA, LLC

Technical Planner Trainee

Portsmouth, VA

$27/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial strength to support our customer's preservation needs in a truly superior and ... Technical Planner Trainee REPORTS TO: Planning and Execution Manager FLSA STATUS: Non-Exempt PAY ...

New

PDS Health

Operations Manager Trainee

Springfield, VA · On-site

$27.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Travel may be planned or unplanned and is subject to change without notice Preferred * Associate ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Springfield, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Travel may be planned or unplanned and is subject to change without notice Preferred * Associate ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Fairfax, VA · On-site

$27.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Travel may be planned or unplanned and is subject to change without notice Preferred * Associate ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Fairfax, VA · On-site

$27.75 - $38.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Travel may be planned or unplanned and is subject to change without notice Preferred * Associate ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

Jbhunt

Manager Trainee

Winchester, VA

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... reporting and financial analysis through face-to-face interactions at customer location Gain ...

Ryder

Operations Management Trainee

Chesapeake, VA

$55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... oversee Technician work planning for efficiency, training, and flexibility. Additional ... Basic understanding of Business Finance, controls and metrics Beginner, Required. #LI-CZ #INDexempt ...

Huntington Ingalls Industries

MONITOR TRAINEE

Newport News, VA · On-site

$37K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial education and planning tools, life insurance, tuition reimbursement, employee discounts, early childhood and post-secondary education scholarships, and more. Some benefits may vary ...

Huntington Ingalls Industries

MONITOR TRAINEE

Newport News, VA · On-site

$37K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial education and planning tools, life insurance, tuition reimbursement, employee discounts, early childhood and post-secondary education scholarships, and more. Some benefits may vary ...

HII

$59K - $62K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... financial education and planning tools, life insurance, tuition reimbursement, employee discounts, early childhood and post-secondary education scholarships, and more. Some benefits may vary ...

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Showing results 1-20

All JobsFinancial Planner JobsFinancial Planner Trainee JobsFinancial Planner Trainee Jobs in Virginia

Financial Planner Trainee information

See Virginia salary details

$33.1K

$85.9K

$135.8K

How much do financial planner trainee jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial planner trainee in Virginia is $85,937.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $96,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial planner trainee?

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 is a financial planner trainee?

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.

What are the most commonly searched types of Financial Planner jobs in Virginia?

The most popular types of Financial Planner jobs in Virginia are:

What cities in Virginia are hiring for Financial Planner Trainee jobs?

Cities in Virginia with the most Financial Planner Trainee job openings:

Financial Planner Trainee jobs near you
Infographic showing various Financial Planner Trainee job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $85,937 per year, or $41.3 per hour.

Technical Planner Trainee

IMIA, LLC

Portsmouth, VA

$27/hr

Full-time, Part-time, Per diem

Medical, Dental, Vision, Life, Retirement

Posted yesterday

New

Job description

Title
Technical Planner Trainee
About the Organization
IMIA,LLC is the only national marine surface preparation painting contractor servicing every U.S. Port with a mobile full time workforce that ensures that a quality product is delivered on time every time. IMIA, LLC has the equipment, seasoned deckplate supervision and mechanics, as well as rigorous corporate safety and quality programs and financial strength to support our customer's preservation needs in a truly superior and comprehensive fashion.
IMIA, LLC offers a comprehensive benefit package to eligible employees. Eligible employees may enroll in:
• Health
• Dental
• Vision
• Life
• LTD
• Accident
• Critical Illness
• 401k
Employees and their household members are also eligible to participate in the company's Employee Assistance Program.
Per Diem OR Dislocation Allowance may be provided to eligible employees to reimburse some or all of the cost an employee might be reasonably expected to incur for lodging, meals, and incidental expenses while traveling out of town for work.
EOE Statement
IMIA, LLC is an equal opportunity employer and provides equal employment opportunities (EEO) to all employees regardless of race, color, religion, gender, gender identity or expression, national origin, sexual orientation, age, sex, disability status, marital status, status as a covered veteran, genetics, or any other protected groups under state, federal or local Equal Opportunity Laws. This policy applies to all terms and conditions of employment including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
Description
ARMADA INC.
POSITION DESCRIPTION
TITLE: Technical Planner Trainee
REPORTS TO: Planning and Execution Manager
FLSA STATUS: Non-Exempt
PAY RANGE: $25.00-$27.00 per hour DOE
FT / PT STATUS: Full Time
LOCATION: Shipyard(s), Customer facilities
SUMMARY
Assist planning team to develop plans for executing work, identifying technically accurate material for procurement, and writing technical work instructions for the production/execution team. This position also includes conducting on-site reviews of shipboard conditions, proper filing of documentation, providing accurate work status, and other duties as assigned. This is a trainee position, and initial responsibilities and assignments may be limited in scope to promote accelerated competency in specific areas.
ESSENTIAL DUTIES & RESPONSIBILITIES
  • Production Planning and Execution- (Core Function)
  • Assist with structural inspections at designated locations.
  • Obtain IMIA's structural inspector certification.
  • Identify, document and report deficiencies found onboard naval vessels.
  • Work with production team to develop structural plans.
  • Assist in developing work packages for production use.
  • Learn to review work specifications and technical standards to develop work instructions for trades use.
  • Learn to interpret NAVSEA drawings, standards, and specifications.
  • Determine Objective Quality Evidence requirements from guidance documents.
  • Material Planning
  • Learn to develop job material list from technical references and drawings.
  • Learn to determine material and quantities of material required to perform the work.
  • Resolve technical specification conflict or suitable substitutes.
  • Assist purchasing with finding qualified vendors.
  • Other duties as assigned.

SUPERVISORY RESPONSIBILITY
  • None

KNOWLEDGE, SKILLS, AND ABILITIES
  • Ability to enter and work in confined spaces.
  • Ability to communicate effectively and multi-task.
  • Familiarity with Microsoft Office Programs

EDUCATION AND EXPERIENCE
  • High school diploma, GED.

WORKING CONDITIONS
  • Most work is performed in a shipyard environment under pressure, fast-paced conditions.
  • Within the shipyard, minimal exposure to extreme temperatures, high noise levels, toxic or caustic chemicals, fumes, airborne particles, outdoor weather conditions, dusty conditions, wet and/or humid conditions, hazardous machinery, confined spaces.
  • May require overtime work 50 to 60 hours per week

EQUIPMENT USED
  • Computers, printers
  • Measuring tape, depth gage, calipers
  • Hand tools, wire brush, scraper, foxtail/hand broom, rags
  • Mirrors, flashlights, magnets
  • *This is a general list and is not all inclusive

REASONABLE ACCOMMODATIONS
  • May be made to enable qualified individuals with disabilities to perform essential job functions.

Location
Portsmouth, VA
Salary Range
Exempt/Non-Exempt
Non-Exempt
This position is currently accepting applications.
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