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Financial Services Trainee Jobs (NOW HIRING)

Raymondjames

Financial Advisor Trainee

Bend, OR

$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 Jul 22, 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 does a financial trainee do?

A financial services trainee assists with tasks such as analyzing financial data, preparing reports, and supporting client services under the supervision of experienced professionals. They often learn about financial products, regulations, and tools like spreadsheets or financial software during their training period.

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.

What is a finance traineeship?

A finance traineeship is an entry-level program designed to provide practical experience and training in financial services. Trainees typically learn about financial analysis, customer service, and use industry tools, often working under supervision to develop relevant skills and knowledge for a career in finance.

How to get into financial services with no experience?

Financial services traineeships or entry-level roles often accept candidates with limited experience; gaining relevant skills through online courses, certifications like the CFA Level 1, or internships can improve your chances. Networking and demonstrating strong communication and analytical skills are also important for breaking into the industry.

What is the best entry-level finance job?

An entry-level finance job such as a financial analyst, banking associate, or accounting clerk provides foundational experience in finance. These roles typically require strong analytical skills, proficiency with spreadsheets and financial software, and often a bachelor's degree in finance, accounting, or a related 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 July 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 $48,432 per year, or $23.3 per hour.

Financial Services - Trainee - Ds

Nobility Financial - Relentless Team

Dallas, TX • On-site, Remote

Full-time

Posted 20 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
• Meet with individuals and families to discuss their financial goals
• Educate clients on life insurance and retirement planning options
• Help clients identify strategies to protect their income, family, and future
• Conduct appointments virtually and in person
• Assist clients through the application and underwriting process
• Provide exceptional customer service and ongoing policy support
• Build and maintain long-term client relationships
• Participate in ongoing training, mentorship, and leadership development
• Maintain accurate client records and documentation
Marketing & Growth Channels
You'll learn how to generate new business through:
• Social media marketing
• Referral-based marketing
• Community networking
• Digital lead generation
• Relationship building and direct outreach
• Educational workshops and events
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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