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Financial Planner Trainee Jobs (NOW HIRING)

Van Clemens Co. Inc

Financial Advisor Trainee

$50K - $85K/yr

Our organization is a national Financial Planning & Advisory Firm, with clients all across the country and remote opportunities as well. The team is growing and expanding, looking to add Financial ...

Td

Financial Advisor Trainee - Vineland, NJ

Vineland, NJ · On-site

$27.75 - $38.50/hr

Once the Trainee program is complete you will be transitioned into an FAA role and will need to be ... planning, and annual reviews to determine if there have been changes in the client's financial ...

LegacyBridge Financial

Insurance Agent Trainee

$130K/yr

Description Life Insurance Trainee - No Experience Required, Full Training & Licensing Support ... financial planning * Guide clients through retirement planning and wealth-building strategies

Mahaska

Driver Trainee

Norfolk, NE · On-site

Driver Trainee Join the Mahaska team as our driver trainee. We provide on-the-job training to help ... financial planning needs. Company perks include: We also offer employee product discounts, and ...

Mahaska

Driver Trainee

Norfolk, NE · On-site

Join the Mahaska Team as our Driver Trainee. We provide on-the-job training to help you gain the ... with your financial planning needs. Company Perks include : We also offer employee product ...

Mahaska

Driver Trainee

Norfolk, NE · On-site

Join the Mahaska Team as our Driver Trainee. We provide on-the-job training to help you gain the ... with your financial planning needs. Company Perks include : We also offer employee product ...

Mahaska

Driver Trainee

Norfolk, NE · On-site

Join the Mahaska Team as our Driver Trainee. We provide on-the-job training to help you gain the ... with your financial planning needs. Company Perks include : We also offer employee product ...

Graybar

Financial Management Trainee

Dublin, CA · On-site

$25/hr

As a Financial Management Trainee, you will develop a working knowledge and understanding of ... Planning, organizational and time management skills with the ability to set priorities and meet ...

Graybar

Financial Management Trainee

Dublin, CA · On-site

$25/hr

As a Financial Management Trainee, you will develop a working knowledge and understanding of ... Planning, organizational and time management skills with the ability to set priorities and meet ...

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Financial Planner Trainee information

See salary details

$50.5K

$96.7K

$139.5K

How much do financial planner trainee jobs pay per year?

As of Aug 11, 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?

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 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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.

Financial Advisor Trainee

Van Clemens Co. Inc

Remote

$50K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

This is a very unique opportunity to enter the Financial Services Industry to become a Financial Advisor. Van Clemens Financial is looking for 100 men and women who aspire to become a Financial Advisor. We offer remote as well as physical locations across the country. For this position, we offer:
  • A base salary of $50,000 to $85,000 per year while training and continuing into your third year.
  • Paid training to obtain Life and Health license as well as Securities Industry Essential, Series 7, and Series 66.
  • Opportunities to find an established book of business when licensed and trained

In this role, you will meet with prospects and clients, solve problems, build financial plans, give advice, and help implement the best strategies and solutions for your clients. If you are passionate about meeting new people and sharing your knowledge, this might be the perfect role for you. There is a tried and true path to success for anyone who is coachable and willing to put in the effort!
Our organization is a national Financial Planning & Advisory Firm, with clients all across the country and remote opportunities as well. The team is growing and expanding, looking to add Financial Advisors to our team. The company focuses on long-term options for their clients, through normal financial planning as well as alternative investments. Engaging with clients on a personal and professional level to understand the different pieces of their plan and how those come together for a strong financial future, is key for this organization owner.
You Are:
  • An ambitious Financial Advisor Aspirant who loves people and financial planning.
  • Driven, open to learning new things, always looking for ways to leave people better than you found them.

We Are:
  • Van Clemens Financial
  • https://www.vanclemens.com/
  • An established firm with a stellar reputation, thousands of clients, refined processes, a talented team, and a marketing machine in place.
  • A firm that works with our clients to identify their retirement goals, help them create and implement a sound, personalized retirement plan, and guide them throughout the journey.

Working Here:
You'll have a 'track to run on', systems and processes that work, a pool of high-quality prospects who know who you are, and a supportive team around you. You'll spend most of your time meeting with those who you can help both in-person and virtually, helping them build financial plans, giving advice and problem-solving, and implementing recommendations.
If you love meeting new people, are good on the phone and in person, have a fantastic work ethic, and you're passionate about helping people achieve their financial goals, you've found your dream job.
Job Type: Full-time
Benefits:
  • 401(k) with Match
  • Health Insurance
  • Flexible schedule
  • Dental Insurance
  • Vision insurance
  • Health savings account
  • Paid time off
  • Physical Setting: Office
  • Schedule: Monday to Friday
  • Supplemental Pay: Bonus pay

Preferred Qualifications*
  • 4- year College Degree or 4 years of Military experience
  • Self-starter and highly motivated
  • History of Success
  • Entrepreneurial
  • Strong interpersonal and networking skills

Job Type: Full-time
Pay: $50,000.00 - $85,000.00 per year

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