Wealth Management Trainee

About the Role

As a Wealth Management Trainee at Bankers Life, you will work one-on-one with clients to create personalized financial solutions, build meaningful relationships, and develop a career in wealth management. This role is part of the Financial Advisor Development Program.

Key Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships with clients.

Requirements & Tech Stack

• Must reside in the state of the position.
• Must have access to a vehicle.

Qualifications

• No finance background required.
• No experience needed.
• Sales, customer service, or people-facing experience is a big plus.
• Must obtain Life & Health insurance licensing (coursework covered by Bankers Life).
• Must prepare for and complete the Securities Industry Essentials (SIE®) Exam*.
• *Additional licensing exams are required to become a Financial Advisor.

Training & Support

• Bankers Life covers Life & Health coursework.
• Support provided for preparation of the SIE® Exam, including coursework.
• $2,000 bonus upon completion of the SIE® Exam.
• Award-winning mentorship and training programs.
• Additional incentives for those starting out, on top of earned commissions and bonuses.