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Wealth Management Trainee Jobs in Reston, VA (NOW HIRING)

Bankers Life

Wealth Management Trainee

Gaithersburg, MD · On-site

... 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 ...

Dollartree

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 ...

Dollar Tree

Store Manager Trainee

Oxon Hill, MD

$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 ...

Dollar Tree

Store Manager Trainee

Lanham, MD

$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

Sterling, 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 ...

Dollar Tree

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 ...

Dollar Tree

Store Manager Trainee

Alexandria, VA

$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 ...

Dollartree

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 ...

Dollartree

Store Manager Trainee

Oxon Hill, MD · 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 ...

Dollar Tree

Store Manager Trainee

Sterling, 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 ...

Dollar Tree

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 ...

Dollartree

Store Manager Trainee

Germantown, MD · 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 ...

Dollar Tree

Store Manager Trainee

Dumfries, VA

$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

Oxon Hill, MD · 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 ...

Dollar Tree

Store Manager Trainee

Alexandria, VA

$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 ...

Dollartree

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 ...

Dollar Tree

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 ...

Dollar Tree

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 ...

Dollar Tree

Store Manager Trainee

Vienna, VA

$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

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 ...

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All JobsWealth Management Trainee JobsWealth Management Trainee Jobs in Reston, VA

Wealth Management Trainee information

See Reston, VA salary details

$14

$22

$37

How much do wealth management trainee jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for wealth management trainee in Reston, VA is $22.00, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $25.24 per hour, depending on experience, location, and employer.

How to become a wealth manager with no experience?

To become a wealth management trainee with no experience, focus on gaining relevant knowledge through finance or business courses, and develop strong interpersonal and analytical skills. Entry-level roles often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66, which can improve job prospects. Internships or assistant positions can provide practical experience and industry exposure.

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 supporting the development of investment strategies. They gain experience in financial planning, client service, and may use tools like CRM software while learning industry regulations and best practices.

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, working with a financial advisor typically involves managing or investing client assets, but the amount of $200,000 is generally considered a moderate investment size. Whether it is sufficient depends on the client's financial goals, the advisor's fee structure, and the services provided; many advisors work with clients who have varying asset levels. Building skills in financial planning and understanding fee models can help determine if this amount aligns with specific advisory services.

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 is an entry-level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Trainee or Financial Advisor Associate, focusing on supporting senior advisors, learning client management, and gaining industry knowledge. These positions often require strong communication skills, basic financial knowledge, and may involve certifications like the Series 7 or Series 66 exam.
What are the most commonly searched types of Wealth Management jobs in Reston, VA? The most popular types of Wealth Management jobs in Reston, VA are:
What job categories do people searching Wealth Management Trainee jobs in Reston, VA look for? The top searched job categories for Wealth Management Trainee jobs in Reston, VA are:
What cities near Reston, VA are hiring for Wealth Management Trainee jobs? Cities near Reston, VA with the most Wealth Management Trainee job openings:
Wealth Management Trainee jobs near you
Wealth Management Trainee

Wealth Management Trainee

Bankers Life

Gaithersburg, MD • On-site

Other

Medical, Life

This job post has expired today. Applications are no longer accepted.

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

Apply