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Wealth Management Trainee Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Spokane, WA · On-site

$43K - $52K/yr

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 you're proud of.

Bankers Life

Wealth Management Trainee

Kennewick, WA · On-site

$43K - $52K/yr

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 you're proud of.

Bankers Life

Wealth Management Trainee

Missoula, MT · On-site

$42K - $51K/yr

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 you're proud of.

Bank of America

Wealth Management Specialist

Chicago, IL · On-site

$30 - $45/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... The Trainee role allows EGP Specialist to become fully license and require the appropriate ...

The Buckle

Management Trainee Program

Peoria, IL

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Rancho Cucamonga, CA

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Modesto, CA

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Fort Collins, CO · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Fresno, CA · On-site

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Lone Tree, CO

$23 - $26/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Roseville, CA

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Roseville, MN · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Pueblo, CO · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Sioux Falls, SD · On-site

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Loveland, CO · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

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Wealth Management Trainee information

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How much do wealth management trainee jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for wealth management trainee in the United States is $21.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $24.28 per hour, depending on experience, location, and employer.

How to get a job in wealth management with no experience?

Entering a wealth management trainee role with no experience typically requires a strong educational background in finance, economics, or related fields, along with relevant skills such as financial analysis and client communication. Candidates can improve their chances by obtaining certifications like the Series 7 or Series 66, gaining internship experience, and demonstrating a strong interest in financial planning and advising during interviews.

How much do wealth management trainees make?

Wealth management trainees typically earn between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Starting salaries may include bonuses and benefits, and trainees often develop skills in financial analysis and client management during their training period.

What are the key skills and qualifications needed to thrive as a Wealth Management Trainee, and why are they important?

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What does a wealth management trainee do?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and learning about investment strategies and financial planning. They gain experience in client interactions, financial analysis, and use tools like CRM systems, often working under supervision to develop industry knowledge and skills.

What is the difference between Wealth Management Trainee vs Financial Advisor?

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by Wealth Management Trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

Is $200,000 enough to work with a financial advisor?

As a Wealth Management Trainee, having $200,000 can be a substantial starting point for investment discussions with a financial advisor, but whether it is sufficient depends on your financial goals and the advisor's minimum investment requirements. Many advisors require a minimum investment, which can range from $25,000 to $100,000 or more, so your amount may be adequate for some services but not all. It is important to consult with a financial advisor to determine the best approach based on your specific circumstances and objectives.

What are Wealth Management Trainees?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.
More about Wealth Management Trainee jobs
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Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $43,990 per year, or $21.1 per hour.
Wealth Management Trainee

Wealth Management Trainee

Bankers Life

Spokane, WA • On-site

$43K - $52K/yr

Other

Medical, Life

Posted 21 days ago

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’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 you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’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:  No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!  First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.  Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.  Award winning mentorship and training programs that support your move into wealth management and sales leadership.  Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE® 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 Guaranteed—Involve Risk—May Lose Value.

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