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Clarkson PLC

Trainee Broker (Crude market)

Houston, TX · On-site

The role of the Trainee Broker encompasses support for the broker desk during the daily trading cycle, back-up for broker confirmations, and assisting the office manager as needed in daily tasks.

Clarkson PLC

Trainee Broker (Crude market)

Houston, TX · On-site

The role of the Trainee Broker encompasses support for the broker desk during the daily trading cycle, back-up for broker confirmations, and assisting the office manager as needed in daily tasks.

TAPJETS

TapJets Broker Trainee

Miami, FL · On-site

$20/hr

TAPJETS BROKER TRAINEE * Miami,FL * Full-timein office TapJets was founded in late 2015 and quickly became the World's First Hail-A-Jet company capable of instantly booking a private jet in under one ...

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How much do trainee broker jobs pay per year?

As of Aug 10, 2026, the average yearly pay for trainee broker in the United States is $43,530.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,000.00 and $51,000.00 per year, depending on experience, location, and employer.

What is a trainee broker?

Trainee brokers are entry-level professionals who are learning the fundamentals of buying and selling financial products, such as stocks, bonds, or insurance, under the supervision of experienced brokers. Their responsibilities typically include assisting senior brokers, studying financial markets, learning compliance regulations, and developing client relationships. The goal of a trainee broker is to gain the necessary skills, knowledge, and certifications to eventually become a fully qualified broker.

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

To thrive as a Trainee Broker, you need a solid understanding of financial markets, strong numerical skills, and typically a bachelor’s degree in finance, economics, or a related field. Familiarity with trading platforms, financial modeling tools, and regulatory systems is also essential, and relevant certifications like the Series 7 or equivalent may be required. Outstanding communication, resilience under pressure, and attention to detail are crucial soft skills for building client relationships and handling complex transactions. These skills and qualities are vital for navigating fast-paced financial environments and ensuring accurate, compliant, and effective trading operations.

What is the difference between Trainee Broker vs Junior Broker?

AspectTrainee BrokerJunior Broker
Required CredentialsBasic licensing, entry-level certificationsLicensed broker, often with additional certifications
Work EnvironmentTraining environment, supervised tasksClient-facing, independent decision-making
Employer & Industry UsageFinancial firms, insurance companies, real estate agenciesFinancial services, insurance, real estate

The main difference is that a Trainee Broker is in the training phase, focusing on learning and gaining necessary licenses, while a Junior Broker has completed training and is actively working with clients and making independent decisions.

What are some typical challenges faced by a trainee broker during the first year, and how can they be overcome?

Trainee Brokers often face challenges such as quickly building a client base, adapting to a fast-paced and target-driven environment, and mastering complex financial products. Success in the first year often depends on proactive networking, seeking guidance from experienced colleagues, and dedicating time to ongoing learning and industry certifications. Embracing feedback and maintaining resilience are key strategies to overcome initial setbacks and thrive in this competitive role.
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What states have the most Trainee Broker jobs? States with the most job openings for Trainee Broker jobs include:
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Trainee Broker jobs near you
Infographic showing various Trainee Broker job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,530 per year, or $20.9 per hour.

Trainee Broker (Crude market)

Clarksons

Houston, TX

Full-time

Re-posted 4 days ago

Job description

The role of the Trainee Broker encompasses support for the broker desk during the daily trading cycle, back-up for broker confirmations, and assisting the office manager as needed in daily tasks. Training will be provided. 


LINK CRUDE/LINK FUTURES
• Compile analysis of prior day’s trading volumes and enter data into corresponding spreadsheets
o Domestic Canadian and Rockies internal market recaps
• Update and maintain Wallboard market information
o Marketview, Posting Plus
• Learn and utilize the Bloomberg terminal and Link page
• Keep public folder Contacts up to date
• Generate ranking reports and revenue reports weekly
• Execute relevant reports for both internal use and client submission
o Link Daily Report- enter trades and generate report
o Forward Curve-enter values and generate each report daily
o Canadian Report- enter values and generate report
• Assist brokers in writing up daily transactions as they occur in real time
o Pointer
â–ª Drafting deal sheet
â–ª Distribute completed deals sheets to brokers.
â–ª Distribute broker approved deal sheets to Access Confirmer
â–ª Deal Sheet Revisions
â–ª Redistribution of recaps between brokers
o Inputting deals in E-Confirm Compare entries with Access, recaps and deal sheets
â–ª Respond to client inquires
â–ª Investigate and correct unmatched trades
â–ª Create E-Confirm Transaction approval report.
o Recorder
â–ª Log all deals in deal book.
â–ª Deal book revisions.
â–ª Send reportable trades to teams for broker approval
â–ª Report trades to Argus
• Check Daily transaction reports for accuracy
o Highlight anomalies and bring to broker desk attention
• Update daily volumes and Link percentage of physical and financial market
o Develop monthly and annual comparison tables for reference
• Input and save all Argus data for relevant analyses
o Develop relevant market analyses as needed
o Have a working knowledge of Excel for charting/data presentation
• Clear trades as needed through relevant exchange portals
• Enter customer transactions into E-Confirm platforms as needed
• Answer phones throughout the day as needed.
• Maintain up to date market information throughout the day
o Understand parties and current markets
• Understand and assist the Confirmations position as needed
o E-Confirm, Trade Recaps, Broker Web
o Backup for this position in the event of emergency
• Develop understanding of the role of a Broker in the domestic crude market
o Crude Oil pricing and Infrastructure
o Market movement and trends
o Clients and company relationships
• Earn Series 3 License
• Earn Series 30 License
o Ensure Brokers timely administration and completion of broker compliance testing.
o Ensure accurate record keeping and documentation for all Exchange traded products

Link Data Services
• Generate, assist with and send out Link Crude Daily Report, End of Day and Canadian Report.
• Updating settlement prices for Forward curve

• Manage distribution lists for all LDS reports.

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