Trainee Wealth Advisor
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Trainee Wealth Advisor
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Trainee Wealth Advisor
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Trainee Wealth Advisor
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Wealth Advisor Trainee AMP Mentorship & Growth
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management. #J-18808-Ljbffr
Wealth Advisor Trainee AMP Mentorship & Growth
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management. #J-18808-Ljbffr
Wealth Advisor Trainee AMP Mentorship & Growth
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management. #J-18808-Ljbffr
Wealth Advisor Trainee AMP Mentorship & Growth
Los Angeles, CA · On-site
$45K - $56K/yr
... preparing Trainees to become Financial Advisors. The program combines education, training ... management. #J-18808-Ljbffr
Management Trainee Program
$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 ...
Management Trainee Program
$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 ...
Management Trainee Program
Rancho Cucamonga, 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 ...
Management Trainee Program
Rancho Cucamonga, 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 ...
Management Trainee Program
Rancho Cucamonga, 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 ...
Management Trainee Program
Rancho Cucamonga, 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 ...
Management Trainee Program
Roseville, CA · On-site
$20 - $24/hr
Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...
Management Trainee Program
Roseville, CA · On-site
$20 - $24/hr
Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...
Management Trainee Program
Rancho Cucamonga, CA · On-site
$20 - $24/hr
Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...
Management Trainee Program
Rancho Cucamonga, CA · On-site
$20 - $24/hr
Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...
Management Trainee Program
$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 ...
Management Trainee Program
$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 ...
Management Trainee Program
$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 ...
Management Trainee Program
$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 ...
Management Trainee Program
Roseville, 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 ...
Management Trainee Program
Roseville, 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 ...
Management Trainee Program
$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 ...
Management Trainee Program
$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 ...
Management Trainee Program
Modesto, CA · On-site
$20 - $24/hr
Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...
Management Trainee Program
Modesto, CA · On-site
$20 - $24/hr
Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...
Management Trainee Program
Rancho Cucamonga, 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 ...
Management Trainee Program
Rancho Cucamonga, 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 ...
Management Trainee Program
Modesto, 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 ...
Management Trainee Program
Modesto, 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 ...
Management Trainee Program
Roseville, 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 ...
Management Trainee Program
Roseville, 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 ...
Wealth Advisor
Los Angeles, CA · On-site
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Wealth Advisor
Los Angeles, CA · On-site
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Wealth Advisor
Los Angeles, CA · On-site
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Wealth Advisor
Los Angeles, CA · On-site
... preparing Trainees to become Financial Advisors. The program combines education, training ... management.
Store Manager Trainee
Grass Valley, CA · On-site
$22.25 - $26.50/hr
Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Store Manager Trainee
Grass Valley, CA · On-site
$22.25 - $26.50/hr
Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Wealth Management Trainee information
See California salary details
$14.97 is the 25th percentile. Wages below this are outliers.
$13.76 - $15.77
41% of jobs
The median wage is $16.91 / hr.
$15.77 - $17.77
15% of jobs
$17.77 - $19.78
10% of jobs
$19.78 - $21.78
6% of jobs
$22.41 is the 75th percentile. Wages above this are outliers.
$21.78 - $23.79
9% of jobs
$23.79 - $25.79
6% of jobs
$25.79 - $27.80
3% of jobs
$27.80 - $29.81
9% of jobs
$29.81 - $31.81
1% of jobs
$31.81 - $33.82
0% of jobs
$33.82 - $35.82
0% of jobs
$13
$20
$35
How much do wealth management trainee jobs pay per hour?
As of Aug 30, 2026, the average hourly pay for wealth management trainee in California is $20.87, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $23.94 per hour, depending on experience, location, and employer.
What is a wealth management trainee?
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.
What are the key skills and qualifications needed to thrive as a wealth management trainee?
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 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.
What is the difference between Wealth Management Trainee vs Financial Advisor?
| Aspect | Wealth Management Trainee | Financial Advisor |
|---|---|---|
| Required Credentials | Typically pursuing or holding relevant certifications (e.g., CFP, Series 7) | Often holds certifications like CFP, Series 7, or Series 66 |
| Work Environment | Training programs within banks, investment firms, or financial institutions | Client-facing roles in banks, independent firms, or financial planning companies |
| Employer & Industry Usage | Used by firms to develop future advisors; entry-level training | Active 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.
How much does a wealth management trainee make?
A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.
How to get into a wealth management trainee role with no experience?
To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant certifications such as the Series 7 or Series 66, develop strong interpersonal and analytical skills, and pursue internships or entry-level positions in finance or customer service to build industry knowledge and demonstrate motivation.
What do you do as a wealth management trainee?
A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting investment strategies. The role often involves learning about financial planning, client relationship management, and using tools like CRM software, with opportunities to earn relevant certifications during training.
What are the most commonly searched types of Wealth Management jobs in California?
The most popular types of Wealth Management jobs in California are:
What are popular job titles related to Wealth Management Trainee jobs in California?
For Wealth Management Trainee jobs in California, the most frequently searched job titles are:
What job categories do people searching Wealth Management Trainee jobs in California look for?
The top searched job categories for Wealth Management Trainee jobs in California are:
What cities in California are hiring for Wealth Management Trainee jobs?
Cities in California with the most Wealth Management Trainee job openings:
$45K - $56K/yr
Full-time
This job post has expired today. Applications are no longer accepted.
Job description
Raymond James invites applications for the Advisory Mastery Program (AMP), a development track preparing Trainees to become Financial Advisors. The program combines education, training, mentorship and practical client work to build competency in technical and sales skills. Successful AMP Advisors meet production targets after year one, contributing to client goals and company revenue while advancing their career in wealth management.