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Trainee Behavioral Finance Jobs (NOW HIRING)

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Restaurant Manager Trainee 4958

Pensacola, FL · On-site

$16 - $18/hr

Ownership for all financial and operational metrics, resulting in a profitable restaurant ... behaviors and performance * Implements progressive discipline to address deficiencies in ...

PDS Health

Operations Manager Trainee

Orlando, FL · On-site

$25.25/hr

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Chelmsford, MA · On-site

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Waltham, MA · On-site

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Clermont, FL · On-site

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Lutz, FL · On-site

$25.25/hr

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Riverview, FL · On-site

$25.25/hr

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Long Beach, CA · On-site

$27.75/hr

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

PDS Health

Operations Manager Trainee

Naples, FL · On-site

$27.75/hr

... Believe Behavioral Framework; actively learning how to create an environment that promotes PDS ... Financial Acumen (understands profit drivers; utilizes metrics to manage; builds the financial ...

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Trainee Behavioral Finance information

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How much do trainee behavioral finance jobs pay per year?

As of Aug 10, 2026, the average yearly pay for trainee behavioral finance in the United States is $37,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $30,000.00 and $42,000.00 per year, depending on experience, location, and employer.

What is the difference between Trainee Behavioral Finance vs Financial Analyst?

AspectTrainee Behavioral FinanceFinancial Analyst
Required CredentialsTypically pursuing or holding a degree in finance, psychology, or related fieldsBachelor's degree in finance, economics, or accounting; certifications like CFA are common
Work EnvironmentInternship or entry-level role in financial firms, research institutions, or consultingOffice-based, analyzing financial data, preparing reports, and making investment recommendations
Industry UsageEmerging field focusing on investor behavior and decision-makingEstablished role in finance, investment banking, and asset management

While Trainee Behavioral Finance focuses on understanding investor psychology and decision-making processes, a Financial Analyst primarily evaluates financial data to guide investment decisions. Both roles require a strong foundation in finance, but Trainee Behavioral Finance emphasizes behavioral insights, making it ideal for those interested in psychology's role in finance.

What are the key skills and qualifications needed to thrive as a trainee behavioral finance?

To thrive as a Trainee Behavioral Finance professional, you need a solid grounding in finance, economics, and psychology, often supported by a relevant degree or coursework. Familiarity with statistical analysis tools like Excel, SPSS, or Python, and understanding financial modeling and behavioral data analytics, are typically required. Strong analytical thinking, curiosity, and clear communication skills help you interpret data and present insights effectively. These skills are crucial for understanding client and market behavior, supporting evidence-based financial decision-making, and contributing to the development of impactful strategies.

What do trainee behavioral finance professionals do?

As a Trainee in Behavioral Finance, you will typically assist with research projects analyzing how psychological factors affect financial decision-making. Your daily tasks may include data collection and analysis, preparing reports, supporting senior analysts with client presentations, and staying updated on current behavioral finance trends. You’ll also likely collaborate with cross-functional teams such as investment analysts and client advisors, gaining exposure to real-world applications of behavioral finance. This hands-on experience helps build a strong foundation for future roles in the field.

What is a trainee behavioral finance?

Trainee Behavioral Finance professionals are individuals who are starting their careers in the field of behavioral finance, which studies how psychological factors influence financial decision-making. They typically work under the guidance of experienced professionals to learn about investor behavior, cognitive biases, and how emotions impact markets. Trainees may assist in research, data analysis, and the development of strategies to help clients make better financial decisions. This role is ideal for those interested in both psychology and finance, and often serves as a stepping stone to more advanced positions in the industry.
What cities are hiring for Trainee Behavioral Finance jobs? Cities with the most Trainee Behavioral Finance job openings:
What are the most commonly searched types of Behavioral Finance jobs? The most popular types of Behavioral Finance jobs are:
What states have the most Trainee Behavioral Finance jobs? States with the most job openings for Trainee Behavioral Finance jobs include:
Trainee Behavioral Finance jobs near you

Financial Advisor Trainee (Carlsbad, CA)

Raymond James Financial, Inc.

Carlsbad, CA • On-site

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Job Description
Job Description
Job Summary
The Advisory Mastery Program (AMP) is a unique development program designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel consistent with our client's objectives, time horizon, and risk tolerance. AMP offers comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development. After their first year, successful AMP Advisors meet production targets that impact overall company revenue and help our clients realize their financial goals.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
  • Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
  • Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.
  • Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
  • Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.
  • Basic principles and methods for showing, promoting, and selling products or services.

Skill in
  • Preparing and delivering clear, effective, and professional presentations.
  • Strong communication and interpersonal skills to build relationships with clients.
  • Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.

Ability to
  • Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.
  • Accept criticism and deal calmly and effectively in high stress situations.
  • Effectively communicate portfolio losses while preserving client loyalty.
  • Provide a high level of client service with a strong focus remaining on what's best for their personal wealth management.
  • Network in the community and effectively market him or herself and Raymond James.

Education/Previous Experience
  • Bachelor's degree (B.A) from four-year College or university preferred, and a minimum of four (4) years working experience, including sales (preferably intangible) or business experience demonstrating achievement preferred.
  • OR ~
  • An equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications
  • SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within 4 months from start of program.
  • Series 7 & 66 or ability to obtain within 4 months from start of program.
  • Life, Health and Variable Annuity or ability to obtain within 6 months from start of program.

Education
Bachelor's
Work Experience
General Experience - 13 months to 3 years
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Salary Range
$70,304.00-$80,500.00
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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