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Trainee Investment Advisor Jobs (NOW HIRING)

Strategic Fortune Wealth Management

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Financial Advisor Trainee

West Covina, CA · Remote

$64K - $102K/yr

Financial Advisor (Trainee) Strategic Fortune Wealth Management, Greater Los Angeles Apply IS A ... Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

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 ... Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

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AMP Financial Advisor Trainee

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How much do trainee investment advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for trainee investment advisor 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 is a trainee investment advisor?

Trainee Investment Advisors are entry-level professionals who are learning how to provide financial and investment advice to clients under the supervision of experienced advisors. Their role typically includes assisting with research, preparing reports, and supporting client meetings as they work toward gaining the necessary qualifications and experience to become fully licensed investment advisors. Trainee Investment Advisors often participate in formal training programs and may work toward certifications required in the financial industry. The position is ideal for individuals interested in finance, investment strategies, and helping clients achieve their financial goals.

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

To thrive as a Trainee Investment Advisor, you need a solid understanding of finance, investment principles, and strong analytical skills, often supported by a relevant degree such as finance, economics, or business. Familiarity with financial modeling software, CRM systems, and progress toward certifications like the CFA or relevant regulatory licenses is typical. Outstanding communication, client relationship management, and attention to detail are crucial soft skills for building trust and tailoring advice. These skills and qualifications ensure you can provide sound investment recommendations, comply with regulations, and foster long-term client satisfaction.

What types of training and mentorship can a trainee investment advisor expect during the early stages of their career?

As a Trainee Investment Advisor, you will typically receive structured training in financial products, regulatory compliance, and client relationship management. Most firms pair trainees with experienced advisors or mentors, allowing you to shadow meetings, participate in portfolio reviews, and learn best practices firsthand. Regular workshops, exams for necessary certifications, and feedback sessions are also common. This supportive environment helps you build confidence, develop technical skills, and gradually transition to managing your own client relationships.

What is the difference between Trainee Investment Advisor vs Investment Advisor?

AspectTrainee Investment AdvisorInvestment Advisor
CertificationsTypically required to pursue certifications like the CFA Level I or equivalentMust hold certifications such as CFA, CFP, or Series 7/63 licenses
Work EnvironmentEntry-level, training-focused, often supervised by senior advisorsClient-facing, responsible for managing investment portfolios
ResponsibilitiesLearning investment strategies, supporting senior advisors, client researchProviding investment advice, managing client portfolios, compliance

In summary, a Trainee Investment Advisor is an entry-level role focused on learning and supporting, while an Investment Advisor is a fully qualified professional responsible for client investment management.

What cities are hiring for Trainee Investment Advisor jobs?

Cities with the most Trainee Investment Advisor job openings:

What are the most commonly searched types of Investment Advisor jobs?

The most popular types of Investment Advisor jobs are:

What states have the most Trainee Investment Advisor jobs?

States with the most job openings for Trainee Investment Advisor jobs include:

Trainee Investment Advisor jobs near you
Infographic showing various Trainee Investment Advisor job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.

Financial Advisor Trainee

Strategic Fortune Wealth Management

West Covina, CA • Remote

$64K - $102K/yr

Full-time

Re-posted 10 days ago

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Job description

Financial Advisor (Trainee)
Strategic Fortune Wealth Management, Greater Los Angeles
Apply
IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU?
· Do you enjoy helping people?
· Are you goal oriented and independent?
· Are you competitive and leadership driven?
· Would your peers say you are coachable?
· Can you build trusting relationships with clients?
· Are you tired of Corporate America?
If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you.
As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential.
We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858.

Through the Cetera and Strategic Fortune Wealth Management relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and one half year paid training program aims to provide you with the skills and support and necessary to build a thriving book of business, which you will personally own.
As a Financial Advisor at Strategic Fortune Wealth Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can:
· Help people and businesses become financially secure. Make an impact by inspiring others to take action.
· Earn unlimited income. There are no caps on how much you can make at Strategic Fortune Wealth Management.
· Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule.
· Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry.
· Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss.
Strategic Fortune Wealth Management advisers have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®).
Who we are seeking:
· Someone with excellent interpersonal skills and sales abilities
· Someone who believes in financial products and services
· Someone who demonstrates determination and commitment
· An entrepreneur who takes pride in his or her work
Preferred: (but not required)
· Prior sales success
· Leadership experience
· Solid understanding of the financial planning process and needs analysis
· FINRA Series 7 & 66 registrations
· State Insurance License – Life and Health
· We cater to each individual and will customize a package based on experience.
FOR EXPERIENCED ADVISORS:
· Competitive payouts
· Dedicated transition support
· Vast array of products & investment advisory platforms
· Succession planning
FOR INEXPERIENCED ADVISORS:
· Training which includes:
· Subsidized training period
· Mentor relationships
· Product specialist support
Strategic Fortune Wealth Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our leadership team at 626-514-9944, to learn more.
Becoming a Financial Advisor at Strategic Fortune Wealth Management is not just another job; it’s a rewarding, lifelong career.
COMPANY DESCRIPTION:
Under the leadership of Shaquawn D. Schasa, Strategic Fortune Wealth Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in West Covina, CA and services all of the Southern CA area.
We’re everything you want your financial services company to be. As an independent firm, we provide you with sound, comprehensive financial solutions for your unique situation. Our firm has over a combined 30+ years servicing our client, so you can rest assured knowing that you are receiving quality financial advice and services from our group of experts.
· Our mission is to build relationships that last a lifetime
· Our vision is to be recognized and respected as a premier financial planning firm by providing professional advice, quality products and excellent service
· Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company.
Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated. 1000 Lakes Drive, Ste 340, West Covina, CA 91790.
3480878 DOFU 03/2021