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Financial Services Trainee Jobs (NOW HIRING)

Raymondjames

Financial Advisor Trainee

Bend, OR · On-site

$44K - $54K/yr

The Trainee will also provide clients with sound financial advice and counsel consistent with the ... Provides a high level of client service. * Manages the full scope of a client relationship by ...

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Financial Services Trainee information

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$31.5K

$48.4K

$69.5K

How much do financial services trainee jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial services trainee in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What is the best entry-level financial services trainee job?

An entry-level financial services trainee role typically involves supporting financial advisors or banking teams, gaining exposure to financial products, customer service, and basic financial analysis. These positions often require strong communication skills, basic knowledge of finance or accounting, and may lead to certifications like the Series 6 or 63 for advancement.

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

AspectFinancial Services TraineeFinancial Advisor
CredentialsEntry-level certifications, such as FINRA Series 6 or 7, and ongoing trainingProfessional certifications like CFP, CFA, or Series 7, with more experience
Work EnvironmentTraining programs within financial firms, shadowing professionals, learning complianceClient-facing roles, providing financial planning and investment advice
Employer & Industry UsageUsed by banks, investment firms, and financial institutions for onboarding new staffIndependent or firm-employed, serving individual or corporate clients

The main difference is that a Financial Services Trainee is an entry-level position focused on learning and training, while a Financial Advisor is a professional providing financial advice with more experience and certifications. Trainees are in the learning phase, whereas Advisors actively manage client portfolios and offer tailored financial solutions.

How to get into a financial services trainee role with no experience?

To enter a financial services trainee role with no experience, candidates should focus on developing basic financial knowledge through online courses or certifications like the CFA Level 1, and highlight transferable skills such as communication and problem-solving in their applications. Internships or entry-level positions can also provide relevant experience and demonstrate commitment to the field.
What cities are hiring for Financial Services Trainee jobs? Cities with the most Financial Services Trainee job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Trainee jobs? States with the most job openings for Financial Services Trainee jobs include:
Financial Services Trainee jobs near you
Infographic showing various Financial Services Trainee job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.

Entry-Level Financial Services Trainee

Nobility Financial - Relentless Team

Plano, TX • On-site

$40K - $49K/yr

Full-time

Posted 15 days ago

Job description

Description
Step into a dynamic career with Nobility Financial - Relentless Team as an Entry-Level Financial Services Trainee. This isn't your average desk job; it's a chance to grow your leadership skills and boost your income through performance-driven rewards. You'll be part of a company that values innovation and supports your professional development every step of the way. With our comprehensive training program, you'll gain the skills needed to secure your state-approved life insurance license and thrive in the financial services industry.
Join us, and you'll be equipped with marketing and recruiting strategies that include person-to-person financial marketing, creative digital campaigns, and social media outreach. Your efforts will be pivotal in expanding our reach and strengthening client relationships. At Nobility Financial, we're all about empowering you to increase your income potential while building a fulfilling career. If you're eager to elevate your professional journey and be part of a supportive, growth-oriented environment, let's connect and explore the possibilities together.
Responsibilities
• Engage with potential clients to understand their financial needs and offer tailored solutions
• Develop and implement creative digital marketing strategies to enhance brand visibility
• Utilize social media platforms to build and maintain a strong online presence
• Participate in networking events to foster relationships and expand a client base
• Collaborate with team members to refine marketing and recruiting strategies
• Conduct community outreach initiatives to promote our services and brand
• Assist in the recruitment process by identifying and attracting top talent for our team
Qualifications
• Competitive
• Strong communication and interpersonal skills
• Ability to engage and communicate effectively with people from diverse backgrounds
• Comfortable using social media, networking, and relationship-building to connect with others
• Must be coachable, self-motivated, and willing to learn
• Must be willing to obtain a Life Insurance License
• No prior experience required
• High school diploma or equivalent required
• Must be at least 18 years old
• Must pass a background check
• Must be authorized to work and currently reside in the United States
• DFW-area candidates preferred; remote opportunities available for qualified applicants nationwide

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