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Trainee Financial Adviser Jobs (NOW HIRING)

Raymondjames

AMP Financial Advisor Trainee

Louisville, KY

$40K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Omaha, NE

$40K - $49K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 (Augusta, GA)

Augusta, GA

$40K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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-Charleston, SC

Charleston, SC

$39K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Trainee will balance new client development, sales activities, investment management, customer ... Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined ...

Raymondjames

Financial Advisor Trainee-Charleston, SC

Charleston, SC

$39K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Trainee will balance new client development, sales activities, investment management, customer ... Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined ...

Raymondjames

Financial Advisor Trainee-Knoxville, TN

Knoxville, TN · On-site

$40K - $49K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Trainee will balance new client development, sales activities, investment management, customer ... Adviser Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined ...

Raymondjames

Financial Advisor Trainee (Macon, GA)

Macon, GA

$40K - $49K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Strategic Fortune Wealth Management

Be Seen First

Financial Advisor Trainee

West Covina, CA · Remote

$64K - $102K/yr

Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A ... adviser. Cetera is under separate ownership from any other named entity. CA Insurance License ...

Strategic Fortune Wealth Management

Be Seen First

Financial Advisor Trainee

West Covina, CA · Remote

$64K - $102K/yr

Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A ... adviser. Cetera is under separate ownership from any other named entity. CA Insurance License ...

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Trainee Financial Adviser information

See salary details

$31.5K

$48.4K

$69.5K

How much do trainee financial adviser jobs pay per year?

As of Aug 14, 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

What cities are hiring for Trainee Financial Adviser jobs?

Cities with the most Trainee Financial Adviser job openings:

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:

What job categories do people searching Trainee Financial Adviser jobs look for?

The top searched job categories for Trainee Financial Adviser jobs are:

Trainee Financial Adviser jobs near you
Infographic showing various Trainee Financial Adviser job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.

AMP Financial Advisor Trainee (Griffin, GA)

Raymond James Financial, Inc.

Griffin, GA • On-site

$37K - $46K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Job Description Summary
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. 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 development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
  • Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
  • If hired as a team candidate, the team will provide the specific goals and expectations.
  • Meets production targets that impact overall company revenue goals.
  • Develops a book of business consistent with AMP program goals for assets under management and required production.
  • Provides a high level of client service.
  • Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
  • Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
  • Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
  • 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.
  • Opens, transfers, and closes customer accounts.
  • Maintains appropriate account records while monitoring the customer's portfolio.
  • Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
  • Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
  • Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
  • Stays abreast of investment products, industry rules and regulations, and financial planning.
  • Performs other duties and responsibilities as assigned.

Knowledge of
  • Economic and accounting principles and practices.
  • Financial markets, banking, and financial data analysis and reporting.
  • Basic principles and methods for showing, promoting, and selling products or services.
  • Firm's working structure, policies, mission, strategies, and compliance guidelines.

Skill in
  • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
  • Identifying the needs of customers through effective questioning and listening techniques.

Ability to
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
  • Continuously learn investment products, industry rules and regulations, and financial planning.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
  • Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
  • Establish and maintain effective working relationships with clients and colleagues.
  • Persevere, handle rejection and show resilience during the prospecting and networking process.
  • Network in the community and effectively market him or herself and Raymond James.
  • Demonstrate persistence in the face of obstacles.
  • Accept criticism and deal calmly and effectively in high stress situations.

Education/Previous Experience
  • Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, 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 four (4) months from the start of the program.
  • Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
  • Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.

Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
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)
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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