ZipRecruiter

Log In

1

Trainee Financial Jobs in Connecticut (NOW HIRING)

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

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 ...

84 Lumber Company

Manager Trainee

Plainville, CT · On-site

$47K - $51K/yr

Over 96% of our store managers began as Manager Trainees, and on average, you can earn your first ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...

84 Lumber Company

Manager Trainee

Plainville, CT

$47K - $51K/yr

Over 96% of our store managers began as Manager Trainees, and on average, you can earn your first ... Payroll, invoicing, inventory, and financial analysis. * Microsoft Office Suite : While previous ...

Ryder

Rental Management Trainee

Hartford, CT

The Ryder Rental Management Trainee program is an 18-24 month accelerated career development ... Finance - Understand the P&L drivers behind a high-performing rental operation * Operations ...

Ryder System, Inc.

Rental Management Trainee

CT · On-site

The Ryder Rental Management Trainee program is an 18-24 month accelerated career development ... Finance - Understand the P&L drivers behind a high-performing rental operation * Operations ...

CRH

Aggregate Management Trainee

New Britain, CT · On-site

Aggregate Management Trainee AMAT New Britain, Connecticut, United States Job ID: 528014 Tilcon ... Gain basic knowledge of budgeting, cost control, and financial performance. * Maintain reliable ...

Hertz

Manager Trainee

Wolcott, CT

$17/hr

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... Finance & Administration * Learn finance processes and support deal completion * Understand ...

CVS Health

Shift Supervisor Trainee

Windsor, CT · On-site

$17.10 - $26/hr

Shift Supervisor Trainee At CVS Health, we're building a world of health around every consumer and ... emotional and financial wellness of our colleagues and their families to help them be the ...

Granite Group

Sales & Management Trainee

Groton, CT

The goal of the program is for a Sales and Management Trainee to be ready to take on a sales or ... financial protection (HSA, FSA, life insurance, etc.) Earned paid time off totaling 15 days per ...

next page

Showing results 1-20

All JobsFinancial JobsTrainee Financial JobsTrainee Financial Jobs in Connecticut

Trainee Financial information

What does a trainee financial do?

A Trainee Financial, often called a Trainee Financial Analyst or Trainee Financial Advisor, is an entry-level position in the finance industry. Their main responsibilities include assisting with financial analysis, preparing reports, supporting senior financial staff, and learning about investment strategies and financial products. This role is designed to provide hands-on training and help individuals develop the skills and knowledge necessary for a successful career in finance. Trainee Financials often work closely with senior analysts or advisors and may rotate through different departments to gain a broad understanding of the financial sector.

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

To thrive as a Trainee Financial, you generally need a degree in finance, accounting, or a related field, along with strong analytical and numerical skills. Familiarity with financial software like Excel, accounting systems, and possibly certifications such as CFA Level 1 or ACCA Fundamentals is advantageous. Attention to detail, effective communication, and a willingness to learn are standout soft skills for this role. These competencies are crucial for accurately analyzing financial data, supporting senior staff, and developing a solid foundation for career progression in finance.

What are some typical challenges faced by trainee financial professionals in their first year, and how can they overcome them?

Trainee Financial professionals often encounter challenges such as adapting to fast-paced environments, handling complex data, and learning to interpret financial regulations. Balancing the demands of studying for professional qualifications with daily responsibilities can also be difficult. To overcome these challenges, it's important to proactively seek feedback, stay organized, and utilize mentorship or support programs offered within the organization. Regularly communicating with team members and participating in training sessions can further accelerate learning and build confidence during the first year.

What is the difference between Trainee Financial vs Junior Financial Analyst?

AspectTrainee FinancialJunior Financial Analyst
Required CredentialsTypically pursuing or completed a degree in finance, accounting, or related fieldBachelor's degree in finance, accounting, or related field; some roles prefer internships or entry-level experience
Work EnvironmentTraining programs, entry-level tasks, supervised learningAnalyzing financial data, preparing reports, supporting senior analysts
Employer & Industry UsageInternships, graduate programs, entry-level positions in finance firms, banks, corporationsFinancial services, corporate finance departments, investment firms

The main difference is that a Trainee Financial is an entry-level or training role focused on learning and development, often part of a structured program. A Junior Financial Analyst is a more experienced position involving active analysis and reporting responsibilities. Both roles serve as stepping stones in a finance career, but the Junior Financial Analyst typically requires some prior knowledge or experience beyond initial training.

How do I start a career in trainee financial with no experience?

To start a career as a trainee financial professional with no experience, focus on gaining foundational knowledge through online courses or certifications such as basic finance or accounting. Entry-level roles often require strong analytical skills, attention to detail, and proficiency with tools like Excel; internships or volunteering can also provide practical experience and improve your resume.

What is the best entry-level trainee financial job?

An entry-level trainee financial position typically involves supporting financial analysis, data entry, and basic accounting tasks. These roles often require strong attention to detail, proficiency with spreadsheets or financial software, and may offer on-the-job training or require a relevant degree or certification such as a basic accounting or finance qualification.

What are the most commonly searched types of Financial jobs in Connecticut?

The most popular types of Financial jobs in Connecticut are:

Trainee Financial jobs near you
Infographic showing various Trainee Financial job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, 2% Temporary, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Advisor Trainee

Ameriprise Financial

Greenwich, CT • On-site

$47K - $58K/yr

Full-time

Posted 25 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 152 rated financial services

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.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

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

FacebookTwitter

View All Ameriprise Jobs

Apply