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Trainee Financial Jobs in Rhode Island (NOW HIRING)

Hertz

Manager Trainee

East Providence, RI

$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 ...

Hertz

Manager Trainee

Westerly, RI

$35K/yr

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

Hertz

Manager Trainee

Westerly, RI · On-site

$35K/yr

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

Hertz

Manager Trainee

East Providence, RI · On-site

$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 ...

The Hertz Corporation

Manager Trainee

Westerly, RI · On-site

$35K/yr

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

First Command

Financial Advisor

Newport, RI · On-site

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...

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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 Rhode Island?

The most popular types of Financial jobs in Rhode Island are:

Trainee Financial jobs near you
Infographic showing various Trainee Financial job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Advisor

First Command Financial Services, Inc.

Newport, RI • On-site

Full-time

Re-posted 8 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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