Wealth Management
Listed on 2026-06-05
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Finance & Banking
Financial Consultant, Banking & Finance -
Sales
Banking & Finance
Position Title:
Wealth Management Trainee
We are seeking driven individuals who want growth, purpose, ownership, and real impact. As a wealth management trainee on our team, you will work one‑on‑one with clients to create personalized financial solutions while building meaningful relationships and a career you’re proud of.
Who We’re Looking ForNo finance background? No problem—no experience needed. Sales, customer service, or people‑facing experience is a big plus. You must reside in the state of the position and have access to a vehicle.
Training & LicensingFirst step, get licensed. Bankers Life covers your Life & Health coursework to start. 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 support your move into wealth management and sales leadership. Additional licensing exams are required to become a Financial Advisor.
CompensationUnlimited income streams include uncapped commissions, renewals, bonuses, and additional incentives on top of earned commissions.
Benefits & CultureTop‑tier training with mentors and resources to help you succeed at every level. Your career, your pace—moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Live life with exciting awards trips, lasting friendships, and true work‑life integration.
Company OverviewBankers Life is part of CNO Financial Group, Inc. (NYSE:
CNO); it 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.
Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC, and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC. Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser.
Investments are not guaranteed—they involve risk and may lose value.
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