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Financial Planner Trainee Jobs in Virginia (NOW HIRING)

Harkins Builders

Superintendent 2

Hampton, VA · On-site

$80K - $100K/yr

Responsible for the supervision of assigned project engineers, assistant superintendents, trainees ... Discounts on Financial Planning * Tower Federal Credit Union Membership

Nestle

$25.50/hr

Additional activities are planned to provide insights into day-to-day life at Nestlé USA. At the ... ½ year Finance Management Trainee Program. High performing summer interns are offered the ...

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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 Sep 6, 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 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 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 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, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $85,937 per year, or $41.3 per hour.

Superintendent 2

Harkins Builders

Hampton, VA • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Responsible for the supervision of assigned project engineers, assistant superintendents, trainees, and direct labor, while creating a challenging and rewarding environment for professional growth.
Location Hampton Roads, VA Office Greater Virginia Job ID 1158
Responsibilities
  • Ability to manage multiple trade partners' phases of construction simultaneously
  • On smaller projects, manage project and field team from notice to proceed to post construction (warranty)
  • Manage assigned phase of construction and trade partners associated with assigned phase
  • Mentor superintendent 1s and assistant superintendents for professional development
  • Responsible for superintendent 1 duties if one is not assigned to the project
  • Coordinate between design team and trade partners to solve problems in the field
  • Work in conjunction with field team to provide seamless installation of work by trade partners
  • Assist in conducting trade partner progress meetings and update minutes in Procore
  • Assist with monthly job review meetings
  • Provide leadership and support to all field staff
  • Coordinate between subcontractors to eliminate issues with drawings/scopes and conflict
  • Work in conjunction with field team to provide seamless installation of work by trade partners
  • Maintain oversite of trade partners' scheduling, quality, safety, and production
  • Always maintain a working set of as-built drawings on site
  • Expedite the construction of an exterior mock-up as directed to include exterior finishes, trim, roofing, windows, air barrier, flashings, and termination details; this will be done in a cutaway section, so all details can be reviewed and approved by architect and owner
  • Assist in maintaining cleanliness of jobsite and office/trailer
  • Manage relationships with clients, design team, trade partners, and inspectors
  • Accept material deliveries and track on material control log
  • Ability to interact and communicate professionally and ethically with all parties associated with the project
  • Attend required corporate meetings, training programs, and Harkins University seminars/webinars
  • Perform additional duties as assigned.

Qualifications
  • Cumulative total of five (5) years of progressive experience in construction.
  • Proficient with estimating, scheduling, budget/cost control, negotiation, field supervision, and financial reporting.
  • Working knowledge of understanding, interpreting, and implementing plans, specifications, and other contract documents.
  • Working knowledge of solicitation, negotiation, award, and management of subcontracts.
  • Proven ability to create baseline schedules using logic/constraints.
  • Working knowledge of AIA contract documents, and cost-plus GMP contracts.
  • Demonstrated ability to lead, coach, and train team members.
  • Demonstrated organizational, leadership, analytical, and communication (verbal and written) skills.
  • Proficient with MS Excel, Word, Project, Phoenix, and Procore with the aptitude to learn other construction-related software applications.

Benefits & Compensation
Harkins offers a total compensation package that includes base salary, bonus potential, and a comprehensive benefits package including health/dental/vision benefits, paid time off, retirement/401k, and Company Contribution plan. Additional benefits include life insurance, short & long-term disability, HSA/FSA, tuition reimbursement, and mileage and expense reimbursement. For this role, the base salary range is $80,000-$100,000. Compensation may vary outside of this range depending on a number of factors, including a candidate's education, experience, skills, and geographic location. Base pay is one part of the Total Compensation Package that is provided to compensate and recognize employees for their work.
  • Medical, Dental & Vision
  • Life & Disability
  • HSA/FSA
  • 401k Plan
  • Employee Stock Ownership Plan (ESOP)
  • Profit Sharing Program
  • Performance Bonus
  • Employee Assistance Program
  • Paid Holidays
  • Paid Vacation & Sick Leave
  • Mileage and Expense Reimbursement
  • Phone Allowance
  • Paid Parental Leave
  • Pet Insurance
  • Jury Duty Pay
  • Bereavement Pay
  • Training Programs & Seminars
  • Wellness Programs
  • Health Fair
  • Workers' Compensation
  • Membership with Associated Builders & Contractors Association and other Professional Organizations
  • Product Discounts with GE and other vendors
  • Employee Award and Recognition Programs
  • Discounts on Financial Planning
  • Tower Federal Credit Union Membership

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