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Investment Trainer Jobs (NOW HIRING)

Wesleyan

Investment Analyst

Middletown, CT · On-site

Further training in accounting, Excel, Bloomberg, Morningstar and other systems will also be sponsored by the Investments Office. The Investment Analyst will also have exposure to the endowment ...

Career Launch AI

Investment Partner

Manhattan, NY · On-site +1

$140K - $185K/yr

Participate in training and professional development opportunities. * Provide insights and recommendations based on investment performance. * Stay updated on industry trends and market conditions.

Cambridgeassociates

Investment Director

Boston, MA · On-site +1

In-depth orientation and training program and structured mentorship program, which partners Investment Directors with senior-level resources to support development * Team-based work structure, which ...

Wesleyan University

Investment Analyst

Middletown, CT · On-site

$90K - $100K/yr

Further training in accounting, Excel, Bloomberg, Morningstar and other systems will also be sponsored by the Investments Office. The Investment Analyst will also have exposure to the endowment ...

Career Launch AI

Investment Associate

Manhattan, NY · On-site +1

$140K - $185K/yr

Participate in training and professional development opportunities. * Provide insights and recommendations based on investment performance. * Stay updated on industry trends and market conditions.

Hills Bank

Investment Analyst

North Liberty, IA · On-site

... training; or equivalent combination of education and experience. * Previous experience within ... investment management preferred. * This job requires skills needed in a typical office environment.

Hills Bank

Investment Analyst

North Liberty, IA · On-site

... training; or equivalent combination of education and experience.Previous experience within ... investment management preferred.This job requires skills needed in a typical office environment.

Socket.dev

Investment Analyst

North Liberty, IA · On-site

... training; or equivalent combination of education and experience. * Previous experience within ... investment management preferred. * This job requires skills needed in a typical office environment.

articlesl

Investment Analyst

We believe in investing in our people through training and support, generous employee benefits and perks, and opportunities for career advancement as we grow throughout our portfolio. You will report ...

Hills Bank

Investment Analyst

North Liberty, IA · On-site

... training; or equivalent combination of education and experience. * Previous experience within ... investment management preferred. * This job requires skills needed in a typical office environment.

Hills Bank

Investment Analyst

North Liberty, IA · On-site

... training; or equivalent combination of education and experience.Previous experience within ... investment management preferred.This job requires skills needed in a typical office environment.

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How much do investment trainer jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for investment trainer in the United States is $24.74, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $26.44 per hour, depending on experience, location, and employer.

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Infographic showing various Investment Trainer job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $51,453 per year, or $24.7 per hour.

Investment Consultant - Troy, MI

Troy, MI • On-site

Fidelity Investments
Investment Management and Consulting Services • 10K+ employees
Learn more about Fidelity Investmentsexternal

Full-time

Re-posted 8 days ago

Key responsibilities

  • Develop customized financial plans for clients using Fidelity's planning tools and products.

  • Engage with existing clients and warm leads to provide investment solutions and grow relationships.

  • Work directly with clients to help them make investment decisions that are in their best interest.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity's planning and guidance resources, you will present and implement solutions that suit the client's needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
  • Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
  • Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
  • Interpersonal skills and ability to grow relationships are exemplary
  • Will take initiative and exceed expectations
  • Outstanding communication and consultative skills, and thrives in a fast-paced work environment
The Team

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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