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Trainee Mortgage Advisor Jobs (NOW HIRING)

Bank of America

Business Manager - EGP

Northbrook, IL · On-site

... Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses ... Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan ...

Crosscountrymortgage

Marketing Analyst

Columbus, OH

During the 3-month training program, trainees will learn about our industry and how clients ... This role works closely with Senior Loan Advisors and VPs of Mortgage Banking to gain insight into ...

RE/MAX, LLC

Senior Manager, Education

Denver, CO · On-site +1

$80K - $101K/yr

A Senior Education Manager at Motto Mortgage is responsible for the strategy, development, and ... Free financial advisor service * Company-paid life and AD&D insurance, short-term and long-term ...

RE/MAX

Senior Manager, Education

Denver, CO · On-site

$80K - $101K/yr

A Senior Education Manager at Motto Mortgage is responsible for the strategy, development, and ... Free financial advisor service * Company-paid life and AD&D insurance, short-term and long-term ...

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Trainee Mortgage Advisor information

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$31.5K

$48.4K

$69.5K

How much do trainee mortgage advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for trainee mortgage 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 the key skills and qualifications needed to thrive as a trainee mortgage advisor, and why are they important?

To thrive as a Trainee Mortgage Advisor, you generally need strong numeracy skills, attention to detail, and a good understanding of financial products, often supported by working toward a CeMAP qualification or equivalent. Familiarity with mortgage sourcing software, CRM systems, and industry compliance tools is typically required. Excellent communication, customer service, and the ability to build rapport are important soft skills for success in this role. These competencies are vital as they ensure accurate advice, regulatory compliance, and positive client relationships in a highly regulated financial environment.

What does a trainee mortgage advisor do?

A Trainee Mortgage Advisor learns how to assist clients in finding and securing suitable mortgage products to buy homes or refinance existing mortgages. They undergo training to understand various mortgage options, lending criteria, and financial regulations. Their role typically includes supporting senior advisors, conducting research, helping with paperwork, and gradually building the skills needed to provide independent advice. Over time, they work towards gaining the qualifications required to become a fully certified Mortgage Advisor.

What are the typical training and support structures in place for a trainee mortgage advisor during their first year?

As a Trainee Mortgage Advisor, you can expect a structured training program that typically combines classroom-based learning, online modules, and supervised on-the-job experience. You'll often be paired with a mentor or experienced advisor who will guide you through client interactions, compliance procedures, and application processes. Regular feedback sessions and performance reviews help track your progress, while many firms also support you in obtaining industry qualifications, such as CeMAP. This supportive environment is designed to help you build confidence, master regulatory requirements, and develop strong client relationship skills.

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

AspectTrainee Mortgage AdvisorMortgage Advisor
CertificationsTypically in training, may have basic qualificationsFully qualified with necessary certifications (e.g., CeMAP)
Work ExperienceEntry-level, on-the-job trainingExperienced, providing advice to clients
ResponsibilitiesLearning mortgage products, assisting senior advisorsAdvising clients, processing mortgage applications
Work EnvironmentBank, mortgage brokerage, or financial firmSame as trainee, but with increased client interaction

The main difference is that a Trainee Mortgage Advisor is in training and gaining experience, while a Mortgage Advisor is fully qualified and actively advising clients. The trainee role focuses on learning and development, whereas the mortgage advisor role involves independent client advice and decision-making.

More about Trainee Mortgage Advisor jobs
What cities are hiring for Trainee Mortgage Advisor jobs? Cities with the most Trainee Mortgage Advisor job openings:
What are the most commonly searched types of Mortgage Advisor jobs? The most popular types of Mortgage Advisor jobs are:
What states have the most Trainee Mortgage Advisor jobs? States with the most job openings for Trainee Mortgage Advisor jobs include:
What job categories do people searching Trainee Mortgage Advisor jobs look for? The top searched job categories for Trainee Mortgage Advisor jobs are:
Trainee Mortgage Advisor jobs near you
Infographic showing various Trainee Mortgage Advisor job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $48,432 per year, or $23.3 per hour.

Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center

Bank of America

Tulsa, OK • On-site

Full-time

Posted 21 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Required skills:
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Communicates clearly and confidently with clients from all walks of life.
  • Works well with others and collaborates productively to get things done.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.

Desired skills:
  • Strong computer skills with an ability to multitask in a demanding environment.
  • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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