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Financial Services Trainee Jobs in California (NOW HIRING)

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Financial Services Trainee information

See California salary details

$31.1K

$47.8K

$68.6K

How much do financial services trainee jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial services trainee in California is $47,798.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $51,300.00 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 are the most commonly searched types of Financial Services jobs in California?

The most popular types of Financial Services jobs in California are:

What cities in California are hiring for Financial Services Trainee jobs?

Cities in California with the most Financial Services Trainee job openings:

Financial Services Trainee jobs near you
Infographic showing various Financial Services Trainee job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $47,798 per year, or $23 per hour.

Financial Representative Trainee - Remote

Ledezma Financial

Los Angeles, CA • On-site

Full-time, Part-time, Contractor

Posted 14 days ago

Job description

We are currently expanding our team and looking for motivated individuals who are interested in starting a career in the financial services industry. No previous financial services experience is required. We provide training and guidance to help the right candidates learn the business and work toward obtaining the licenses required for their role. What You’ll Do: * Learn about financial products and services through our training program * Help individuals and families better understand their financial options * Meet with clients virtually or in person, depending on availability * Build and maintain professional client relationships * Participate in ongoing training and professional development * Work toward obtaining the appropriate state licenses required for your position What We’re Looking For: * 18 years or older * Must be eligible to work in the United States * Able to pass a background check * Willing to complete required licensing and training * Good communication and people skills * Self-motivated, dependable, and willing to learn * Bilingual English/Spanish is a plus, but not required Position Details: * Entry level no experience necessary * Training provided * Part-time or full-time opportunities available * Remote/Hybrid * Flexible scheduling * 1099 independent contractor opportunity * Commission-based compensation * Opportunity for advancement based on performance and qualifications This opportunity may be a good fit for someone looking to enter the financial services industry, develop new professional skills, or build a flexible career. Open Interviews: We are currently interviewing candidates via Zoom. Serious applicants only. Apply with your contact information and resume, if available, and we will reach out to qualified candidates with the next steps.

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