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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 Jun 27, 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.

Can you go into finance with no experience?

Financial Services Trainees can enter the finance industry with little or no prior experience, as many entry-level programs focus on training new hires in core skills such as financial analysis, customer service, and using industry tools. Relevant certifications or coursework can improve prospects, but on-the-job training is common for beginners.

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 use tools like spreadsheets and 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.

How to get into financial services with no experience?

Financial services traineeships or entry-level roles often accept candidates with limited experience, focusing on strong communication skills and a willingness to learn. Gaining relevant knowledge through online courses, certifications like the CFA Level 1, or internships can improve your chances. Networking and applying to graduate programs or training schemes also help break into the industry without prior experience.

What is the best entry-level finance job?

An entry-level finance job such as a financial analyst or banking associate is often considered a good starting point. These roles typically require strong analytical skills, proficiency with Excel, and sometimes a relevant degree or certification like the CFA Level I. They provide foundational experience in financial analysis, reporting, and client interaction.
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 June 2026, with employment types broken down into 22% Full Time, and 78% Part Time. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.
Branch Manager Trainee I

Branch Manager Trainee I

Lendmark Financial Services

Wichita Falls, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Lendmark Financial Services rating

7.8

Company rating: 7.8 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

81st of 139 rated financial services

Job description

At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That's one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been "Success is the only option."

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

SUMMARY:

The purpose of this program is to develop future branch managers to fill openings as a result of growth, acquisition and turnover. The training program consists of two phases. Upon completion of Phase I, Trainees must be willing to relocate. A signed commitment is required.

MAJOR DUTIES/RESPONSIBILITIES:

Phase I :

Consists of learning the basics of the consumer finance industry, this will include all phases of the branch operation. During Phase I, Trainees are expected to learn the following competencies:

  • Consumer finance basics, Credit and non-credit products, Fundamentals of credit extension, Collection basics and account servicing, Bankruptcy basics, Providing client service, Internal and external business development including Sales

In addition to learning the competencies listed above, Trainees are expected to be a fully contributing individual producer on the branch team. This consists of generating a requisite number of loans monthly, servicing an assigned portion of the branch's consumer loan portfolio to protect Lendmark investment against potential losses, meet all state licensing requirements regarding the sale of Lendmark's available non-credit products, develop business relationships with merchants and establish a financing program with a requisite number of merchants each month and complete independent study requirements associated with the Manager Training Program.

After completion of all self-study assignments, review of individual production requirements, Trainees may be considered for acceptance into Phase II.

BASIC REQUIREMENTS:

  • High School Diploma/GED required, college degree preferred

  • No more than 2 years consumer finance industry work experience.

  • Applicants MUST be able to relocate within 45 miles or surrounding 4 to 6 branch locations and have the availability to travel overnight

  • Extended periods of overnight travel may be required

  • Must have excellent written and verbal communication skills

  • Must be competent in Microsoft Office, especially Microsoft Word, Excel, PowerPoint, and Outlook/Office 365

  • Must be familiar with Windows operating systems, web-based applications and internet protocol

INTERNAL CANDIDATES ONLY

  • Applicants MUST submit a separate written request for acceptance into this program.

  • Internal Candidates must have EE rating on last Performance Evaluation - No exceptions

PREFERRED/DESIRED QUALIFICATIONS:

  • College degree

  • Industry-related experience

  • Bilingual, Spanish/English

  • Ability to relocate

COMPENSATION:

  • The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.

  • This position is eligible for Quarterly Incentive compensation based on individual and company performance guidelines.

WORKING CONDITIONS:

  • Normal office environment

  • Ability to travel, occasionally overnight

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!

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