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Wealth Management Trainee Jobs in Kansas (NOW HIRING)

Dollar Tree

Store Manager Trainee

Hays, KS · 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 ...

Dollartree

Store Manager Trainee

Topeka, KS · On-site

$18.25 - $22/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

Hays, KS · 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 ...

Dollartree

Store Manager Trainee

Hays, KS · 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 ...

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Wealth Management Trainee information

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$12

$18

$32

How much do wealth management trainee jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for wealth management trainee in Kansas is $18.86, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $21.63 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 Kansas?

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

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

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

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

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

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

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

Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Kansas as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $39,233 per year, or $18.9 per hour.

Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center

Wichita, KS • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

$42K - $51K/yr

Other

Re-posted 15 days ago

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 538 frontline employees who took The Breakroom Quiz

Job description

Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I)

Provide clients with wealth management advice and solutions while working in a financial center, delivering Bank of America’s core banking and investment services.

Responsibilities
  • Obtain Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, Series 66) with dedicated study time.
  • Undergo foundational training to acquire, build, and manage client relationships.
  • Assess clients’ financial pictures and develop solutions to help them achieve their financial goals.
  • Humanize financial interactions and provide personalized guidance.
  • Deliver core banking, investment solutions, and client care in a financial center.
  • Progress to the next ADP stage (Financial Advisor) and continue to build a portfolio of affluent and high‑net‑worth clients in a Merrill Wealth Management office.
Required Qualifications
  • Confidence in a sales role.
  • Strong client relationship building through effective communication and collaboration.
  • Proactive mindset and effective time management.
  • Results‑driven mindset that prioritizes client interests.
  • Ability to identify appropriate client solutions through application of learnings and new information.
  • Knowledge of relevant regulatory due diligence and long‑term client strategy development.
Desired Qualifications
  • Bachelor’s degree and/or at least one year of financial services industry or sales experience.
  • Adaptability to new technology or applications.
  • Ability to execute multiple tasks simultaneously.
Shift

1st shift (United States of America)

Hours Per Week

40

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What Bank Of America employees say

Pay

Benefits

Hours and flexibility

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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