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Financial Services Trainee Jobs (NOW HIRING)

Deloitte

$41K - $50K/yr

Als Trainee Financial Services (m/w/d) arbeitest du dich systematisch in den Bereich Financial Services ein - und wendest dein neu erworbenes Wissen in den Prufungs- oder Beratungsprojekten unserer ...

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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 Sep 1, 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 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 do I start a career in financial services with no experience?

Starting a career as a financial services trainee typically involves gaining relevant knowledge through online courses or certifications such as the Series 6 or 63, and developing skills in financial analysis and customer service. Entry-level positions often require a high school diploma or equivalent, and employers may provide on-the-job training to build industry-specific skills.

What does a financial services trainee do?

A financial services trainee assists with tasks such as processing transactions, supporting client accounts, and learning about financial products and regulations. They often work under supervision to develop skills in areas like banking, investment, or insurance services, and may use tools like financial software during their training period.

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 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, 79% Full Time, 16% Part Time, 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.

Financial Services Trainee Ds - Entry-Level

Plano, TX • On-site, Remote

Nobility Financial - Relentless Team
See more jobs at Nobility Financial - Relentless Teamexternal

$40K - $49K/yr

Full-time

Posted 19 days ago

Job description

Description
At Nobility Financial - Relentless Team, we're on a mission to empower individuals like you to build a fulfilling career in the financial services industry. As a Financial Services Trainee, you'll play a pivotal role in guiding individuals and families through their financial journeys, focusing on life insurance, retirement planning, and financial protection. You'll thrive in an environment that champions professional growth, supported by our innovative training programs and dedicated mentorship. This is more than just a job-it's a chance to develop essential business, communication, and leadership skills while making a meaningful impact.
We believe in flexibility, rewarding performance, and fostering a culture that values ambition and personal growth. Whether you're new to the industry or looking to pivot your career, our comprehensive training will prepare you to succeed. Join us, and let's work together to improve financial security and strengthen families through shared business ventures. You're not just joining a company; you're becoming part of a community committed to excellence and service.
Responsibilities
$46
Qualifications
• Strong communication and interpersonal skills
• Self-motivated and goal-oriented mindset
• Must be coachable and willing to learn
• Comfortable using social media and online communication tools
• No prior financial services experience required; training provided
• Must be at least 18 years old
• Must reside in the United States
• Must be authorized to work in the United States
• Must be able to pass a financial and criminal background check
• Must be willing to obtain a Life Insurance License
• DFW-area candidates preferred; remote opportunities available nationwide

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