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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 Representative Trainee (Sales) - Milwaukee, WI

Financial Representative Trainee (Sales) - Milwaukee, WI

Mutual of Omaha

Omaha, NE • On-site

$36K - $75K/yr

Other

Retirement, PTO

Posted 20 days ago

Mutual Of Omaha rating

8.7

Company rating: 8.7 out of 10

Based on 60 frontline employees who took The Breakroom Quiz

63rd of 281 rated insurance

Job description

Financial Representative Trainee (Sales) - Milwaukee, WI

Apply now Job no: 504955
Work type: Full Time Regular
Location: Wisconsin
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: Jun 29, 2026 09:00 AM Central Daylight Time
Applications close:

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