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Financial Trainer Jobs (NOW HIRING)

Uline

Finance Trainer

Pleasant Prairie, WI

Finance Trainer Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Our people are our greatest asset! Join us as a Trainer to oversee training and development for Uline's Finance ...

ULINE

Finance Trainer

Pleasant Prairie, WI · On-site

Finance Trainer Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Our people are our greatest asset! Join us as a Trainer to oversee training and development for Uline's Finance ...

ULINE

Finance Trainer

Pleasant Prairie, WI · On-site

Finance Trainer Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Our people are our greatest asset! Join us as a Trainer to oversee training and development for Uline's Finance ...

ULINE

Finance Trainer

Glenview, IL · On-site

Finance Trainer Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Our people are our greatest asset! Join us as a Trainer to oversee training and development for Uline's Finance ...

ULINE

Finance Trainer

Kenosha, WI · On-site

Finance Trainer Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Our people are our greatest asset! Join us as a Trainer to oversee training and development for Uline's Finance ...

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Financial Trainer information

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How much do financial trainer jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial trainer in the United States is $26.18, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $29.57 per hour, depending on experience, location, and employer.

What is the difference between Financial Trainer vs Financial Advisor?

AspectFinancial TrainerFinancial Advisor
CertificationsCFP, CFA, or similar training certificationsCFP, CFA, or similar financial planning certifications
Work EnvironmentCorporate training sessions, workshops, seminarsOne-on-one client consultations, financial planning firms
Employer & IndustryFinancial institutions, training companies, corporationsFinancial planning firms, banks, independent practices
Primary FocusEducating individuals or groups on financial conceptsProviding personalized financial advice and planning

Financial Trainers focus on educating groups or individuals about financial concepts, often working in training environments. Financial Advisors, on the other hand, provide personalized financial planning and advice to clients. While both roles require similar certifications, their work settings and primary objectives differ significantly.

What are the key skills and qualifications needed to thrive as a financial trainer, and why are they important?

To thrive as a Financial Trainer, you need a solid background in finance, accounting, or economics, often backed by a relevant degree and industry certifications like CFP or CFA. Familiarity with financial modeling software, presentation tools, and learning management systems is typically required. Strong communication, presentation abilities, and a passion for teaching help you engage learners and adapt to diverse audiences. These skills ensure you can effectively transfer complex financial knowledge to others, driving their professional growth and competency.

What are some common challenges financial trainers face when delivering training to diverse client groups?

Financial Trainers often work with participants who have varying levels of financial literacy and experience. One common challenge is adapting complex financial concepts into accessible, engaging content for audiences with different backgrounds. Trainers must be able to adjust their teaching style, use relatable examples, and foster an inclusive environment where all participants feel comfortable asking questions. Successfully managing these dynamics not only enhances learning outcomes but also strengthens the trainer's reputation and effectiveness.

What is a financial trainer?

Financial Trainers are professionals who educate individuals or groups on various aspects of personal finance, investing, budgeting, and financial planning. They design and deliver courses, workshops, or one-on-one sessions to help clients improve their financial literacy and make informed decisions about their money. Financial Trainers may work independently, for educational institutions, or within financial organizations, and often tailor their teaching to specific audiences such as students, employees, or retirees.
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What states have the most Financial Trainer jobs?

States with the most job openings for Financial Trainer jobs include:

What job categories do people searching Financial Trainer jobs look for?

The top searched job categories for Financial Trainer jobs are:

Financial Trainer jobs near you
Infographic showing various Financial Trainer job openings in the United States as of August 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 $54,463 per year, or $26.2 per hour.

Financial Trainer - Small Business / Consumer Credit

Fitch Group

Manhattan, NY • On-site

Full-time

Retirement

Re-posted 18 days ago

Job description

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
Fitch Learning is currently seeking a Financial Trainer - Small Business / Consumer Credit based out of our New York office.
About the Team:
You will join our Credit Training faculty, a globally collaborative team that designs and delivers credit training and academies for banks, financial institutions, regulators, and multilaterals, with high visibility across client engagements.
Trainers are expected to attend the office on a regular basis when not fulfilling training commitments.
How You'll Make an Impact:
  • Design and deliver high-quality training specializing in small business credit analysis and consumer credit programs-via in-house, virtual, and public courses-to improve client decision-making, risk management, and portfolio outcomes
  • Translate complex credit concepts into engaging, practical learning experiences aligned to client objectives and Fitch Learning quality standards
  • Assist in the preparation and continuous enhancement of training materials and assessments to reflect evolving industry practices and regulations
  • Support business development processes as a subject matter expert-participating in scoping calls, tailoring proposals, and presenting program solutions
  • Act as the first point of contact for content, technical, or process questions related to SME and consumer credit, strengthening client trust and program effectiveness

You May be a Good Fit if You Have:
  • Extensive SME and consumer lending experience from a commercial bank, investment bank, rating agency, financial regulator, or similar financial institution
  • Excellent presentation and listening skills, with confidence teaching complex topics to diverse audiences (virtual and in-person)
  • You are an effective communicator with a passion for education and demonstrable impact on learner outcomes
  • A desire to expand subject matter expertise and continuously improve classroom facilitation skills

What Would Make You Stand Out:
  • Experience designing or delivering credit training programs or internal capability-building initiatives
  • Facility with varied instructional methods and learning technologies to engage different learner profiles
  • Strong professionalism and cultural awareness, with experience working across geographies and client types
  • A desire to innovate-bringing fresh ideas to course design, delivery, and assessment

Why Choose Fitch:
  • A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity
  • Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals
  • Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing
  • Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively
  • Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
  • Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community

Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
FOR NEW YORK: The base salary for this position begins at $110,000 USD annually. Actual salaries will be determined on an individualized basis and may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base pay is one part of Fitch's total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch.
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