Wealth Management Trainee
Bankers Life
Richmond, VAFresher1h agovia LinkedIn
About the Role
- 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.
- 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.
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.
- Initial step: get licensed. Bankers Life covers Life & Health coursework.
- Support provided for the Securities Industry Essentials (SIE®) Exam. 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 incentives available for those starting out, on top of earned commissions and bonuses.
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.