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Wealth Management Trainee Jobs (NOW HIRING)

Buckle

Management Trainee Program

Pueblo, CO · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Lone Tree, CO · On-site

$23 - $26/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Lynnwood, WA · On-site

$21 - $27/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Sioux Falls, SD

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Loveland, CO

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Roseville, CA · On-site

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Fresno, CA · On-site

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Gurnee, IL

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Schaumburg, IL

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Denver, CO

$19.29 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Colorado Springs, CO · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Tukwila, WA

$25 - $28/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Tukwila, WA · On-site

$25 - $28/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Schaumburg, IL · On-site

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Rancho Cucamonga, CA · On-site

$20 - $24/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Lynnwood, WA · On-site

$21 - $27/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

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All JobsWealth Management Trainee Jobs

Wealth Management Trainee information

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$36

How much do wealth management trainee jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for wealth management trainee in the United States is $21.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $24.28 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.
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Wealth Management Trainee jobs near you

Financial Advisor Trainee

Strategic Fortune Wealth Management

West Covina, CA • Remote

$64K - $102K/yr

Full-time

Posted 19 days ago

Job description

Financial Advisor (Trainee)
Strategic Fortune Wealth Management, Greater Los Angeles
Apply
IS A CAREER AS A FINANCIAL ADVISOR RIGHT FOR YOU?
· Do you enjoy helping people?
· Are you goal oriented and independent?
· Are you competitive and leadership driven?
· Would your peers say you are coachable?
· Can you build trusting relationships with clients?
· Are you tired of Corporate America?
If you answered YES to any of these questions, the opportunity at Strategic Fortune Wealth Management may be for you.
As a financial advisor at Strategic Fortune Wealth Management, you’ll have a business without limits. You’ll use your talents to your greatest potential.
We are affiliated with the Cetera Advisor Network's LLC (doing insurance business in CA as a CFGAN Insurance Agency LLC, CA Insurance License # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0F01858.

Through the Cetera and Strategic Fortune Wealth Management relationship you’ll receive outstanding support and training provided by our Advisor Development Program. This four and one half year paid training program aims to provide you with the skills and support and necessary to build a thriving book of business, which you will personally own.
As a Financial Advisor at Strategic Fortune Wealth Management, you can live the life you want while helping others do the same. You will be building a business that makes a difference. This opportunity is different than other careers you may be considering. You can:
· Help people and businesses become financially secure. Make an impact by inspiring others to take action.
· Earn unlimited income. There are no caps on how much you can make at Strategic Fortune Wealth Management.
· Make time for the important things in life. You’ll earn autonomy and eventually set your own schedule.
· Be a lifelong learner. Financial services are constantly changing and you can be part of a dynamic, always evolving industry.
· Be in business for yourself, but not by yourself. Although you have the support of colleagues and mentors you will eventually become your own boss.
Strategic Fortune Wealth Management advisers have access to a dedicated support staff to help process business more efficiently and thoroughly, a multitude of competitive products and services including insurance, investments, and fee based financial planning and there are no proprietary product sales requirements. A professional designation reimbursement program is provided for multiple designations, such as the Certified Financial Planner (CFP®).
Who we are seeking:
· Someone with excellent interpersonal skills and sales abilities
· Someone who believes in financial products and services
· Someone who demonstrates determination and commitment
· An entrepreneur who takes pride in his or her work
Preferred: (but not required)
· Prior sales success
· Leadership experience
· Solid understanding of the financial planning process and needs analysis
· FINRA Series 7 & 66 registrations
· State Insurance License – Life and Health
· We cater to each individual and will customize a package based on experience.
FOR EXPERIENCED ADVISORS:
· Competitive payouts
· Dedicated transition support
· Vast array of products & investment advisory platforms
· Succession planning
FOR INEXPERIENCED ADVISORS:
· Training which includes:
· Subsidized training period
· Mentor relationships
· Product specialist support
Strategic Fortune Wealth Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice and those professionals looking to take their financial planning practice and develop a leadership role in the firm. We are Veteran and Career Changer friendly. Apply today or contact our leadership team at 626-514-9944, to learn more.
Becoming a Financial Advisor at Strategic Fortune Wealth Management is not just another job; it’s a rewarding, lifelong career.
COMPANY DESCRIPTION:
Under the leadership of Shaquawn D. Schasa, Strategic Fortune Wealth Management specializes in offering comprehensive wealth management tailored to the unique needs of individuals and businesses. The firm is headquartered in West Covina, CA and services all of the Southern CA area.
We’re everything you want your financial services company to be. As an independent firm, we provide you with sound, comprehensive financial solutions for your unique situation. Our firm has over a combined 30+ years servicing our client, so you can rest assured knowing that you are receiving quality financial advice and services from our group of experts.
· Our mission is to build relationships that last a lifetime
· Our vision is to be recognized and respected as a premier financial planning firm by providing professional advice, quality products and excellent service
· Our relationship with Cetera Financial Services, Inc. allows us to be independently owned and operated while providing you with the support and training of a well-established financial services company.
Securities and investment advisor services offered through Cetera Financial Services, Inc. Member FINRA/SIPC. Strategic Fortune Wealth Management is independently owned and operated. 1000 Lakes Drive, Ste 340, West Covina, CA 91790.
3480878 DOFU 03/2021