Wealth Management Trainee
Listed on 2026-06-26
-
Sales
Financial Sales -
Finance & Banking
Financial Sales, Financial Consultant
Financial Advisor Development Program
We’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you will work one-on-one with clients to create personalized financial solutions, build meaningful relationships, and develop a career you’re proud of.
ResponsibilitiesConduct client consultations and develop financial plans.
Build and manage a pipeline of prospective clients.
Pursue and complete required licensing examinations.
QualificationsNo finance background required. Experience in sales, customer service, or any people-facing role is a big plus.
Step one: obtain necessary licenses. Bankers Life covers your Life & Health coursework and support for the Securities Industry Essentials (SIE) examination, with the exam fee reimbursed and a $2,000 bonus upon completion.
Additional licensing exams are required to become a Financial Advisor.
Benefits- Top-tier training and mentorship with resources to help you succeed at all levels.
- Opportunity to move into a leadership role in as little as 12 months.
- Continuous support with technology tools, marketing leads, and team collaboration.
- Unlimited income streams including uncapped commissions, renewals, bonuses, and more.
- Live life with exciting awards trips, lasting friendships, and true work-life integration.
BL-1769-ADV-1025
Applicants must reside in the state of the position and have access to a vehicle to be considered.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).