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Wealth Management Trainee Jobs in Texas (NOW HIRING)

Dollartree

Store Manager Trainee

Longview, TX · On-site

$17.25 - $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

Odessa, TX · On-site

$19.75 - $23.50/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

Conroe, TX · On-site

$16.75 - $20/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

San Antonio, TX · On-site

$17.50 - $21/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

Austin, TX · 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

Houston, TX · 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

Abilene, TX · On-site

$19 - $22.50/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

Arlington, TX

$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

Pantego, TX · On-site

$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 ...

Dollartree

Store manager Trainee

Coppell, TX · 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

Houston, TX · 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

Weatherford, TX · On-site

$16.75 - $20/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

Cypress, TX · On-site

$16.75 - $20/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

Austin, TX

$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

Coppell, TX · 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

Terrell, TX

$17.25 - $20.50/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

Woodville, TX · On-site

$16.75 - $20/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 ...

Dollar Tree

Store Manager Trainee

Pantego, TX

$17.50 - $21/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

Houston, TX · 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 ...

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All JobsWealth Management JobsWealth Management Trainee JobsWealth Management Trainee Jobs in Texas

Wealth Management Trainee information

See Texas salary details

$12

$19

$33

How much do wealth management trainee jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for wealth management trainee in Texas is $19.70, according to ZipRecruiter salary data. Most workers in this role earn between $14.33 and $22.60 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 Texas?

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

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

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

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

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

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

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

Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $40,984 per year, or $19.7 per hour.

Financial Advisor Management Trainee

San Antonio, TX • On-site, Remote

COR Financial Partners
See more jobs at COR Financial Partnersexternal

$38K - $46K/yr

Other

Posted 11 days ago

Job description

We are a full-fledged wealth and financial consulting firm. We represent just about every major financial company in North America. This role involves helping a wide range of clients with comprehensive financial planning and consulting. Consultants typically start with us on a limited, part-time basis, with the potential for immediate leadership advancement.
We utilize every aspect of the financial industry:
  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Business Planning
  • Corporate Group Plans
  • And more...

Responsibilities:
  • Analyze personal financial data to provide insights and recommendations for clients' financial planning needs.
  • Develop and implement personalized investment strategies based on clients' goals and risk tolerance.
  • Assist clients with estate planning, including wills and trusts, to ensure compliance with applicable laws.
  • Maintain strong customer relationships through effective communication and exceptional service.
  • Stay up to date on financial regulations and market trends to provide informed advice.

Qualities we're looking for:
  • Entrepreneurial ambitions
  • Integrity, ethical, and a strong sense of morality.
  • Passion for making a difference and helping people.
  • Self-motivated, accountable, and a team player.
  • Ability to receive coaching and feedback.
  • Strong interpersonal skills
  • Self-motivated
  • Enjoys working in a fast-paced, highly productive, value-driven environment

Requirements
Requirements - (PLEASE READ)
  • Must be 18 or older
  • Background check required - No criminal history whatsoever
  • Willing to obtain a state license if you do not have one yet.

Benefits
What's provided:
  • Licensing Support: We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
  • A Competitive training and development program to help you get started
  • Mentorship and professional development training throughout your entire career
  • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
  • The opportunity to pursue leadership and specialized roles
  • Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management
    Our financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses)

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