... wealth management. · Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that ...
... wealth management. · Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that ...
Store Manager Trainee
Odenton, MD · On-site
$22 - $26.25/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 ...
Store Manager Trainee
Odenton, MD · On-site
$22 - $26.25/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 ...
Store Manager Trainee
Alexandria, VA · On-site
$20.75 - $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 ...
Store Manager Trainee
Alexandria, VA · On-site
$20.75 - $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 ...
Store Manager Trainee
Centreville, VA · 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 ...
Store Manager Trainee
Centreville, VA · 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 ...
Store Manager Trainee
$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 ...
Store Manager Trainee
$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 ...
Store Manager Trainee
Centreville, VA · 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 ...
Store Manager Trainee
Centreville, VA · 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 ...
Store Manager Trainee
Vienna, VA · 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 ...
Store Manager Trainee
Vienna, VA · 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 ...
Store Manager Trainee
Odenton, MD · On-site
$22 - $26.25/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 ...
Store Manager Trainee
Odenton, MD · On-site
$22 - $26.25/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 ...
Store Manager Trainee
Alexandria, VA · On-site
$20.75 - $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 ...
Store Manager Trainee
Alexandria, VA · On-site
$20.75 - $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 ...
Store Manager Trainee
Centreville, VA · 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 ...
Store Manager Trainee
Centreville, VA · 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 ...
Store Manager Trainee
Alexandria, VA · On-site
$19 - $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 ...
Store Manager Trainee
Alexandria, VA · On-site
$19 - $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 ...
Store Manager Trainee
Lanham, MD · 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 ...
Store Manager Trainee
Lanham, MD · 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 ...
Store Manager Trainee
Vienna, VA · 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 ...
Store Manager Trainee
Vienna, VA · 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 ...
Store Manager Trainee - Bench
Lanham, MD · On-site
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 ...
Store Manager Trainee - Bench
Lanham, MD · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
Store Manager Trainee - Bench
Lanham, MD · On-site
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 ...
Store Manager Trainee - Bench
Lanham, MD · On-site
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 ...
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 ...
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 ...
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 ...
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 ...
Investments/wealth management * Insurance/risk management Training and licensing support: * First ... Successful completion of the paid trainee program opens the door to becoming an independent ...
Investments/wealth management * Insurance/risk management Training and licensing support: * First ... Successful completion of the paid trainee program opens the door to becoming an independent ...
Wealth Management Trainee information
See Washington salary details
$17.18 is the 25th percentile. Wages below this are outliers.
$15.79 - $18.09
41% of jobs
The median wage is $19.41 / hr.
$18.09 - $20.39
15% of jobs
$20.39 - $22.70
10% of jobs
$22.70 - $25
6% of jobs
$25.72 is the 75th percentile. Wages above this are outliers.
$25 - $27.30
9% of jobs
$27.30 - $29.60
6% of jobs
$29.60 - $31.90
3% of jobs
$31.90 - $34.21
9% of jobs
$34.21 - $36.51
1% of jobs
$36.51 - $38.81
0% of jobs
$38.81 - $41.11
0% of jobs
$15
$23
$41
How much do wealth management trainee jobs pay per hour?
As of Sep 4, 2026, the average hourly pay for wealth management trainee in Washington is $23.95, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $27.50 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 Washington?
The most popular types of Wealth Management jobs in Washington are:
What are popular job titles related to Wealth Management Trainee jobs in Washington?
For Wealth Management Trainee jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Wealth Management Trainee jobs in Washington look for?
The top searched job categories for Wealth Management Trainee jobs in Washington are:
What cities in Washington are hiring for Wealth Management Trainee jobs?
Cities in Washington with the most Wealth Management Trainee job openings:
Job description
What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today.
We support you every step of the way:
· No finance background? No problem—sales, service, or people-facing experience is a big plus!
· First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
· Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
· Award winning mentorship and training programs that support your move into sales leadership and wealth management.
· Income support to get you started on top of your commissions and bonuses.
*This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.
Why Join Us?
· Top-tier training with mentors and resources to help you succeed at every level.
· Your career, your pace by moving into a leadership role in as little as 12 months.
· Continuous support with tech tools, marketing leads, and team collaboration.
· Unlimited income streams with uncapped commissions, renewals, and bonuses.
· Live life with exciting awards trips, lasting friendships and true work-life integration.
Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.
Please visit our career site to learn more and apply: https://careersatbankerslife.com