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Financial Services Trainee Jobs (NOW HIRING)

Raymondjames

AMP Financial Advisor Trainee

Jacksonville, FL · On-site

$39K - $48K/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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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 Representative Trainee (Sales) - Miami, FL

Omaha, NE

Mutual of Omaha

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

71st of 315 rated insurance

Good employer

Paid breaks

Recommended by parents

Learn more about Mutual of Omahaexternal

$36K - $75K/yr

Full-time

Retirement, PTO

Re-posted yesterday

Job description

Financial Representative Trainee (Sales) - Miami, FL

Apply now Job no: 504959
Work type: Full Time Regular
Location: Florida
Categories: Sales, Early Career Programs, Financial Representative Trainee

Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. 

WHAT WE CAN OFFER YOU:

  • Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
  • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
  • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less. 
  • 401(k) plan with a 2% company contribution and 6% company match.
  • Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
  • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. 

WHAT YOU'LL DO:

  • You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
  • You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
  • You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
  • You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
  • You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.

WHAT YOU'LL BRING:

  • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. 
  • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. 
  • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. 
  • Be highly self-motivated and results-oriented, working both independently and as part of a team. 
  • Be able to travel up to 50% of the time within the local metro area, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. 
  • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.

PREFERRED:

  • Knowledge of the Insurance/Financial Services industry, products and marketing practices.
  • Bachelor's degree or equivalent preferred but not required.

We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! 

After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.

Fair Chance Notices

Advertised: Aug 4, 2026 10:00 AM Eastern Daylight Time
Applications close:

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