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Trainee Financial Adviser Jobs (NOW HIRING)

Raymondjames

AMP Financial Advisor Trainee

Louisville, KY · On-site

$40K - $50K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client ...

Raymondjames

AMP Financial Advisor Trainee

Belleville, IL · On-site

$41K - $50K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client ...

Raymondjames

Financial Advisor Trainee-Austin, TX

Austin, TX · On-site

$42K - $51K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client ...

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Trainee Financial Adviser information

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$31.5K

$48.4K

$69.5K

How much do trainee financial adviser jobs pay per year?

As of Jun 17, 2026, the average yearly pay for trainee financial adviser in the United States is $48,432.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What does a Trainee Financial Adviser do?

A Trainee Financial Adviser works under the supervision of experienced advisers to learn how to provide clients with financial advice on products like savings, investments, pensions, and insurance. They usually assist with client meetings, research financial products, and help prepare financial plans. During their training period, they study for industry-recognized qualifications and gain practical experience to eventually become fully qualified financial advisers. Their role is a mix of learning, administrative support, and shadowing experienced team members.

What is the difference between Trainee Financial Adviser vs Financial Adviser?

AspectTrainee Financial AdviserFinancial Adviser
CertificationsTypically working towards certifications like Level 4 Diploma in Financial PlanningHolds full certifications such as Level 4 Diploma or equivalent
Work EnvironmentEntry-level, supervised environment, often in financial firms or banksIndependent or employed, providing comprehensive financial advice to clients
ResponsibilitiesLearning client advisory skills, assisting senior advisers, gaining experienceProviding tailored financial advice, managing client portfolios, compliance duties

The main difference is that a Trainee Financial Adviser is in the learning phase, working towards full certification and gaining experience, while a Financial Adviser is fully qualified, offering comprehensive advice and managing client relationships.

What are the key skills and qualifications needed to thrive as a Trainee Financial Adviser, and why are they important?

To thrive as a Trainee Financial Adviser, you need a solid understanding of financial products, basic accounting principles, and often a relevant degree or progress toward qualifications like the Diploma in Financial Planning. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is typically required. Strong interpersonal, analytical, and communication skills help build client relationships and explain complex financial information clearly. These competencies are crucial for gaining trust, meeting regulatory standards, and delivering tailored financial advice that meets clients' needs.

What types of support and training can a Trainee Financial Adviser expect during their initial months on the job?

As a Trainee Financial Adviser, you can typically expect a structured onboarding process that includes mentoring from experienced advisers, formal training sessions on financial products and compliance, and opportunities to shadow client meetings. Many firms provide study support for professional qualifications, such as the Diploma in Financial Planning. Regular feedback and performance reviews are common, helping you build confidence in both technical knowledge and client-facing skills. Collaboration with paraplanners, administrators, and senior advisers is encouraged to develop a well-rounded understanding of the advisory process.
More about Trainee Financial Adviser jobs
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What are the most commonly searched types of Financial Adviser jobs? The most popular types of Financial Adviser jobs are:
What states have the most Trainee Financial Adviser jobs? States with the most job openings for Trainee Financial Adviser jobs include:
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Trainee Financial Adviser jobs near you
Financial Advisor/Stockbroker Trainee

Financial Advisor/Stockbroker Trainee

MORGAN WILSHIRE SECURITIES INC

Smithtown, NY • On-site

$500/wk

Full-time

Posted 28 days ago

Be an early applicant

Job description

At Morgan Wilshire Securities, Inc. our specialty is locating the best possible investment opportunities tailored to the unique needs of our clients. We Customize goals-based financial plans and help clients manage their portfolios. Committed to delivering the highest quality investment advice, we recognize that our own success is intrinsically linked to the success of our clients. Client satisfaction is therefore our first priority.
Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.
Financial Advisor Trainee Qualifications: Hard working, clear and concise communication, respectfulness, and open mind to learn something new.
*CALL TODAY 516.622.3100*
*PLEASE NOTE: QUEENS, NASSAU, AND SUFFOLK COUNTY RESIDENTS ONLY*
*WE DO NOT RELOCATE*
Mastery of this profession will change your life for the better!!
Job Type: Full-time
 
Pay: $30,000 to $60,000 per year
 
Benefits: Tuition reimbursement
 
Weekly schedule: Monday to Friday
 
Work setting: In-person at Garden City location