Remote Finance Graduate Trainee — Mentorship & CFA Prep

Placements24; Willows (CA); Hybrid; USD 15,000 - 20,000; Full time

Benefits offered by this job

Competitive salary

Remote work

Training and mentorship

Certifications support

Career growth opportunities

Job summary

Placements24 is seeking a graduate trainee for its financial services division. The role is fully remote, offering flexibility to work from anywhere while gaining experience in investment analysis, financial planning, and client relationship management.

You will be exposed to practical financial activities under seasoned professionals, with training and mentorship guiding your path toward CFA/CFP certification and career growth.

Qualifications

• Strong analytical and quantitative skills with proficiency in Excel.
• Excellent communication and interpersonal abilities suitable for client interaction.
• Ability to work independently, manage time effectively and meet deadlines.

Responsibilities

• Assist financial advisors with client portfolio analysis and performance reporting.
• Conduct research on market trends, investment opportunities, and economic indicators.
• Support the preparation of financial plans and client presentations.
• Help manage client inquiries and ensure timely follow-up on requests.
• Learn and apply regulatory compliance standards relevant to financial services.

Skills

Analytical skills

Quantitative skills

Communication skills

Time management

Education

Bachelor's degree in Finance, Economics, Accounting, or related business field

Tools

Excel

Job description

Placements24 is seeking a graduate trainee for its financial services division. The role is fully remote, offering flexibility to work from anywhere while gaining experience in investment analysis, financial planning, and client relationship management.

You will be exposed to practical financial activities under seasoned professionals, with training and mentorship guiding your path toward CFA/CFP certification and career growth.