Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...
Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...
Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...
Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...
Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...
Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...
Wealth Management Trainee information
See Indiana salary details
$14.43 is the 25th percentile. Wages below this are outliers.
$13.27 - $15.20
41% of jobs
The median wage is $16.31 / hr.
$15.20 - $17.13
15% of jobs
$17.13 - $19.07
10% of jobs
$19.07 - $21
6% of jobs
$21.61 is the 75th percentile. Wages above this are outliers.
$21 - $22.94
9% of jobs
$22.94 - $24.87
6% of jobs
$24.87 - $26.80
3% of jobs
$26.80 - $28.74
9% of jobs
$28.74 - $30.67
1% of jobs
$30.67 - $32.61
0% of jobs
$32.61 - $34.54
0% of jobs
$13
$20
$34
How much do wealth management trainee jobs pay per hour?
As of Aug 18, 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?
| 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 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:
- Financial Advisor Intern
- Senior Financial Advisor Td Bank
- Ryder Leadership Development Program
- Entry Level Wealth Management
- Trainee Security Sales
- Wealth Management Client Relationship Manager
- Entry Level Financial Sales
- Trainee Financial Adviser
- Assistant Wealth Management
- Flex Schedule Wealth Management Marketing
What cities in Indiana are hiring for Wealth Management Trainee jobs?
Cities in Indiana with the most Wealth Management Trainee job openings:
Colliers rating
7.4
Based on 26 frontline employees who took The Breakroom Quiz
112th of 204 rated real estate companies
Job description
Make your next move an expert one.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
**This position is a hybrid role based out of the local office **
About you
An enterprising, enthusiastic, and collaborative team player, you have the expertise and ability to bring fresh ideas and create impactful work that helps clients grow and thrive. You embrace new approaches and challenges to help you lead the industry into the future.
As a Valuation Services Director, you will perform top-tier valuation services to obtain new and retain top clients. You will manage and provide the highest-quality valuation and advisory solutions to our clients by leveraging the Company's full platform of services. Each day, you will promote and advocate Colliers' brand in the local market, articulating its value through superior customer service to its clients.
In this role, you will...
What you'll bring
#LI-JM1
Make your next move an expert one and join us as we lead the industry into the future.
Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.
Applications will be accepted on an ongoing basis.
Direct applicants only please, no agencies.
Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com for assistance.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
**This position is a hybrid role based out of the local office **
About you
An enterprising, enthusiastic, and collaborative team player, you have the expertise and ability to bring fresh ideas and create impactful work that helps clients grow and thrive. You embrace new approaches and challenges to help you lead the industry into the future.
As a Valuation Services Director, you will perform top-tier valuation services to obtain new and retain top clients. You will manage and provide the highest-quality valuation and advisory solutions to our clients by leveraging the Company's full platform of services. Each day, you will promote and advocate Colliers' brand in the local market, articulating its value through superior customer service to its clients.
In this role, you will...
- Originate new client relationships and foster existing ones.
- Manage team members across geographies to deliver exceptional client service and results.
- Allocation of appraisal assignments
- Supervision of trainee appraisers
- Execute valuation and appraisal assignments (financial reporting, purchase accounting, Net Asset Value, periodic reporting, tax, lending, etc.) for corporate clients, REITs (publicly traded & non-traded), pension funds, open and closed-end funds, lenders, etc.
- Apply your Expertise in discounted cash flow (Argus and MS Excel), Sales Comparison Approach, Cost Approach, and Highest & Best Use.
- Review industry surveys, benchmarks, economic and demographic trends.
- Assist with preparing and presenting the results of our analysis in a clear and concise manner.
What you'll bring
- MAI Designation required
- 10+ years of related work experience.
- Bachelor's degree plus completion of advanced appraisal class curriculum (preferred).
- Proficient in Microsoft Office applications.
- Team player mentality with excellent communication skills.
- Ability to deliver excellent client service across the organization and with external partner.
#LI-JM1
Make your next move an expert one and join us as we lead the industry into the future.
Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.
Applications will be accepted on an ongoing basis.
Direct applicants only please, no agencies.
Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact accommodations@colliers.com for assistance.