ZipRecruiter

Log In

1

Wealth Management Trainee Jobs in Indiana (NOW HIRING)

Dollartree

Store Manager Trainee

Kokomo, IN · On-site

$17.75 - $21/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Minimum 3 years prior retail management experience is preferred Experience with hardlines or ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Terre Haute, IN · On-site

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollar Tree

Store Manager Trainee

Terre Haute, IN · On-site

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollar Tree

Store Manager Trainee

Bloomington, IN

$17 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollartree

Store Manager Trainee

Noblesville, IN · On-site

$18.25 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollartree

Store Manager Trainee

Bremen, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

New

Dollar Tree

Store Manager Trainee

Lebanon, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollar Tree

Store Manager Trainee

Jasper, IN

$17.50 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollar Tree

Store Manager Trainee

Westfield, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollar Tree

Store Manager Trainee

Lafayette, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

New

Dollar Tree

Store Manager Trainee

Bremen, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

New

Dollartree

Store Manager Trainee

Lafayette, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

New

Dollar Tree

Store Manager Trainee

Westfield, IN

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollartree

Store Manager Trainee

Bloomington, IN · On-site

$18 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollar Tree

Store Manager Trainee

Evansville, IN

$18.50 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Dollartree

Store Manager Trainee

Westfield, IN · On-site

$18.75 - $22.25/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Trainee JobsWealth Management Trainee Jobs in Indiana

Wealth Management Trainee information

See Indiana salary details

$13

$20

$34

How much do wealth management trainee jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for wealth management trainee in Indiana is $20.12, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $23.12 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?

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.

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 Indiana?

The most popular types of Wealth Management jobs in Indiana are:

What are popular job titles related to Wealth Management Trainee jobs in Indiana?

For Wealth Management Trainee jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Wealth Management Trainee jobs in Indiana look for?

The top searched job categories for Wealth Management Trainee jobs in Indiana are:

What cities in Indiana are hiring for Wealth Management Trainee jobs?

Cities in Indiana with the most Wealth Management Trainee job openings:

Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Indiana as of August 2026, with employment types broken down into 50% Full Time, and 50% Contract. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $41,860 per year, or $20.1 per hour.

Entry-Level Service Trainee

Perry Pro Tech

Fort Wayne, IN • On-site

Full-time

Re-posted 16 days ago

Job description

Become an Employee-Owner at PERRY proTECH! An Entry-Level Service Trainee plays a critical role enhancing the customer experience by ensuring timely delivery of parts and improving service efficiency.
Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.
About The Role:
  • Deliver supplies to clients to optimize customer experience and minimize downtime
  • Deliver parts to technicians in the field to improve service efficiency and reduce response time
  • Accurately receive, organize, and manage branch inventory in a timely manner
  • Assist technicians with service calls and support service leadership on special projects as needed

Requirements & Qualifications:
  • Strong technical, analytical, and time management abilities
  • Detail-oriented and highly organized
  • Excellent verbal and written communication skills
  • Prioritize customer service and client satisfaction
  • Experience supporting a team and in collaborative roles
  • Troubleshooting or mechanical experience is a plus

Why Join Our Team of Employee-Owners?
We are proud to be employee owned! Employees of PERRY proTECH share in ownership through our Employee Stock Ownership Plan (ESOP). Our ESOP is an additional retirement benefit that holds stock in our company. When the company does well, our employees share in the rewards of our success.
You will be part of a winning team and participate in our Employee Stock Ownership Plan (ESOP), an added retirement benefit that is completely paid for by PERRY proTECH. Our ESOP shares the wealth with our dedicated employees and makes us a healthy stable employer!

Apply