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Trainee Investment Advisor Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Spokane, WA ยท On-site

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... SEC Registered Investment Adviser. Securities and variable annuity products and services are ...

Bankers Life

Wealth Management Trainee

Missoula, MT ยท On-site

$42K - $51K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... SEC Registered Investment Adviser. Securities and variable annuity products and services are ...

Bankers Life

Wealth Management Trainee

Kennewick, WA ยท On-site

$43K - $52K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... SEC Registered Investment Adviser. Securities and variable annuity products and services are ...

Raymondjames

Financial Advisor Trainee

Medina, OH ยท On-site

$37K - $46K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial ... The Trainee will balance new client development, sales activities, investment management, customer ...

Raymondjames

Financial Advisor Trainee

Bend, OR ยท On-site

$44K - $54K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial ... The Trainee will balance new client development, sales activities, investment management, customer ...

Raymondjames

AMP Financial Advisor Trainee

Belleville, IL ยท On-site

$41K - $50K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial ... The Trainee will balance new client development, sales activities, investment management, customer ...

Raymondjames

AMP Financial Advisor Trainee

Louisville, KY ยท On-site

$40K - $50K/yr

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial ... The Trainee will balance new client development, sales activities, investment management, customer ...

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Trainee Investment Advisor information

See salary details

$31.5K

$48.4K

$69.5K

How much do trainee investment advisor jobs pay per year?

As of Jul 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 are Trainee Investment Advisors?

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 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 are the key skills and qualifications needed to thrive as a Trainee Investment Advisor, and why are they important?

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 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 July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.
Wealth Management Trainee

Wealth Management Trainee

Bankers Life

Spokane, WA โ€ข On-site

$43K - $52K/yr

Other

Medical, Life

Posted 20 days ago

Job description

What are you looking for in your next opportunityโ€”growth, purpose, ownership, and real impact? At Bankers Life, weโ€™re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career youโ€™re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, weโ€™re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.


We support you every step of the way: ๏‚ท No finance background? No problemโ€”no experience needed - sales, customer service, or people-facing experience is a big plus! ๏‚ท First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. ๏‚ท Next, we help you prepare for the Securities Industry Essentials (SIEยฎ) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. ๏‚ท Award winning mentorship and training programs that support your move into wealth management and sales leadership. ๏‚ท Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIEยฎ is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.


Why Join Us? - Top-tier training with mentors and resources to help you succeed at every level. - Your career, your pace by moving into a leadership role in as little as 12 months. - Continuous support with tech tools, marketing leads, and team collaboration. - Unlimited income streams include uncapped commissions, renewals, bonuses and more. - Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Apply and learn more. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteedโ€”Involve Riskโ€”May Lose Value.

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