Wealth Management Trainee
Listed on 2025-12-31
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Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Financial Advisor Development Program (Wealth Management Trainee)
At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized 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? Join our Financial Advisor Development Program today.
Base pay range: $40,000.00/yr - $65,000.00/yr
Responsibilities- Work one-on-one with clients to create personalized financial solutions.
- Build meaningful relationships as you progress through the career path.
- No finance background? No problem—no experience needed. Sales, customer service, or people‑facing experience is a big plus!
- Must reside in the state of the position and have access to a vehicle.
- Must prepare for the Securities Industry Essentials (SIE®) Exam*, including coursework, support, and a $2,000 bonus upon completion.
* The SIE® is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.
Program Support & Benefits- No finance background needed—no experience required; sales, customer 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 wealth management and sales leadership.
- Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.
- 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 include uncapped commissions, renewals, bonuses and more.
- 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.
Apply and learn more. By applying, you agree to be contacted via phone, email and/or SMS.
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