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Service Advisor Trainee Jobs in New York (NOW HIRING)

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

... Advisor Trainee to grow with us. We're offering more than just a job - this is a career track ... Uphold a white-glove service experience in every client interaction. What We're Looking For * 0-5 ...

Td

Financial Advisor Trainee - Fanwood, NJ

Fanwood, NJ

$27.75 - $41.50/hr

TD Wealth The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role ... Models quality service delivery at every interaction * Leads and contributes to the ongoing ...

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Service Advisor Trainee information

What is the difference between Service Advisor Trainee vs Service Advisor?

AspectService Advisor TraineeService Advisor
CredentialsHigh school diploma; on-the-job trainingHigh school diploma; experience preferred; certifications optional
Work EnvironmentEntry-level, training-focused, dealership or repair shopCustomer-facing, service department, fast-paced
Job ResponsibilitiesAssisting with customer inquiries, learning service processesCommunicating with customers, recommending services, managing repairs

The main difference is that a Service Advisor Trainee is in an entry-level position focused on learning the role, while a Service Advisor is an experienced professional actively managing customer service and repair processes. Trainees are in training, whereas Service Advisors handle daily customer interactions independently.

Can I be a service advisor trainee with no experience?

Yes, many service advisor trainee positions are designed for individuals without prior experience. Employers often provide on-the-job training to develop skills in customer service, vehicle knowledge, and communication, making it possible to start with little or no background in the field.

How hard is it to become a service advisor trainee?

Becoming a service advisor trainee typically requires a high school diploma or equivalent and good communication skills. On-the-job training is common, and some employers prefer candidates with basic automotive knowledge or customer service experience; certifications are not usually mandatory but can be beneficial. The role often involves learning about vehicle repairs, parts, and dealership operations over a few months.

What is a service advisor trainee?

A service advisor trainee is an entry-level position in automotive service departments where the individual learns to assist customers, understand vehicle repairs, and coordinate between technicians and clients. The role often involves developing communication skills, understanding service processes, and may require on-the-job training or certification programs.

What are the most commonly searched types of Service Advisor jobs in New York?

The most popular types of Service Advisor jobs in New York are:

Service Advisor Trainee jobs near you
Infographic showing various Service Advisor Trainee job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Financial Advisor Trainee

Greenwich, CT • On-site

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Ameriprise Financialexternal

$47K - $58K/yr

Full-time

Posted 24 days ago

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us.
We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)
Key Responsibilities
  • Manage and deepen relationships within an assigned client book of business.
  • Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
  • Onboard and build new client relationships that come in via practice acquisitions.
  • Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
  • Maintain accurate and timely client records in CRM system.
  • Uphold a white-glove service experience in every client interaction.

What We're Looking For
  • 0-5 years of experience in financial planning or advisory services.
  • Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
  • Strong interpersonal skills with the ability to build rapport and trust with clients.
  • A team-first attitude and a growth mindset - you see opportunity where others see obstacles.
  • Comfortable with both the technical and relational sides of financial advising.
  • Ambition to become a lead advisor and grow your own book of business within our ecosystem.

Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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Pay

Benefits

Hours and flexibility

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