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Wealth Management Trainee Jobs in Indiana (NOW HIRING)

Dollar Tree

Store Manager Trainee

Marion, IN · On-site

$19.25 - $23/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 ...

Dollar Tree

Store Manager Trainee

Bloomington, IN

$17 - $20.25/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 ...

Dollar Tree

Store Manager Trainee

Evansville, IN

$18.50 - $22.25/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 ...

Dollartree

Store Manager Trainee

Evansville, IN · On-site

$18.50 - $22.25/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 ...

Dollar Tree

Store Manager Trainee

Evansville, IN · On-site

$18.50 - $22.25/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 ...

Dollartree

Store Manager Trainee

Kokomo, IN · On-site

$17.75 - $21/hr

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

Marion, IN · On-site

$19.25 - $23/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 ...

Dollartree

Store Manager Trainee

Valparaiso, IN · On-site

$19.50 - $23.25/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 ...

Dollartree

Store Manager Trainee

Plainfield, IN · On-site

$19.25 - $22.75/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 ...

Dollar Tree

Store Manager Trainee

Valparaiso, IN · On-site

$19.50 - $23.25/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 ...

Dollartree

Store Manager Trainee

Jasper, IN · On-site

$17.50 - $20.75/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 ...

Dollar Tree

Store Manager Trainee

Jasper, IN · On-site

$17.50 - $20.75/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 ...

Dollartree

Store Manager Trainee

Bloomington, IN · On-site

$18 - $21.50/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 ...

Dollar Tree

Store Manager Trainee

Plainfield, IN · On-site

$19.25 - $22.75/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 ...

Dollar Tree

Store Manager Trainee

Bloomington, IN · On-site

$18 - $21.50/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 ...

Dollar Tree

Store Manager Trainee

Valparaiso, IN

$16.50 - $19.75/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 ...

Dollar Tree

Store Manager Trainee

Kokomo, IN

$17.25 - $20.50/hr

BIG BOX experience a plus is preferred • Strong productivity management in freight processing is ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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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 Jul 27, 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.

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.
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 July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $41,860 per year, or $20.1 per hour.
IN-Evansville Management Trainee (Sales)

IN-Evansville Management Trainee (Sales)

AMERICAN SENIOR BENEFITS LLC

Evansville, IN • On-site

$45K - $85K/yr

Full-time

Medical, Life, Retirement

Posted 20 days ago

Job description

Overview
Join American Senior Benefits and work with the fast-growing baby-boomer population! Help educate retirees on Medicare, Social Security and other areas affecting their retirement. Earn $60k+ first year income and earn well over $120k per year after. Make a difference in people's lives and in a market that needs people with strong ethics. Ground-floor opportunity with fast advancement opportunities. Sales Managers needed!
WHY INSURANCE?
  • STABILITY - As population continues to rise so does individual wealth and the need for insurance continue to grow
  • SATISFACTION - People in insurance derive great satisfaction from helping others on a regular basis AND can be part of a stimulating environment
  • INCOME - $200,000+ incomes are common plus residual income
  • FAST GROWTH OPPORTUNITIES - We have a fast-track program into sales management.
  • FLEXIBILITY - Not only is this a career you can retire when you choose but it is a GREAT career for having a balanced life for your family, work and leisure.

WHY THE SENIOR MARKET?
  • RAPIDLY EXPANDING MARKET - Baby Boomers are retiring at the rate of 11,000 per day! For many, retiring is one of the biggest events of their life. They may be losing their health insurance, life insurance and have no idea where to keep their retirement money safe.
  • DAYTIME APPOINTMENTS - While some evening work maybe needed, the days of working nights and weekends are not required in this market
  • APPROACHABLE MARKET - Seniors need and want help and you do not need to market to friends and family

WHY AMERICAN SENIOR BENEFITS?
  • FULL TRAINING - No sales or insurance experience needed! We will train you every step of the way
  • OWNERSHIP - Stop building someone else's company. Let's build yours!
  • ADVANCEMENT OPPORTUNITIES - Offering "Fast-Track" to sales management. Sales Managers needed!
  • NO HIGH-PRESSURE SALES TACTICS - We focus on educating our market. They are then able to choose what they want and need from our portfolio. In fact, our agents don't feel they are in sales, they are just out helping people thru education.
  • #1 LEAD PROGRAM - A "true" lead program! Not copied names from a list and not recycled leads. Fresh leads based on where YOU want them. Your prospects are expecting your call
  • $100,000+ INCOMES - With higher than average commissions and renewal, you will be on your way to earning an executive income that will continue to grow without the common dangers of having it taken away
  • 150+ CARRIERS - With this many carriers to choose from, you will always be able to do what is best for your client and build a strong relationship with repeat business
  • INCENTIVE TRAVEL - Many trips to qualify for all over the world. The BEST vacation is the one you don't pay for! Want to learn more about our exciting opportunity?

Responsibilities
RESPONSIBILITIES
  • Perform a clients needs assessment.
  • Present the best options and assure the clients understanding.
  • Follow up with all questions and carrier communications.
  • Arrange a payment method.
  • Follow up on all claims filed by clients.

Qualifications
REQUIREMENTS:
  • A history of commitment in Business, Service, and/or Education
  • Excellent Communication Skills
  • Experience Working in a Professional Environment - Office & Attire
  • Experience Working in Teams at a High Level - Positive Attitude & Competitive Spirit
  • Have Strong Work Ethic (45-50 hours / week)
  • High level of integrity - Our market requires high level of ethics

Job Type: Contract
Benefits:
  • Flexible schedule

Schedule:
  • Monday to Friday

*Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Compensation
USD $45,835.00 - USD $85,532.00 /Yr.

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