Wealth Management Advisor

Bankers Life

About the Role

We are 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, while building meaningful relationships and a career you’re proud of.

Key Responsibilities

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

Requirements & Tech Stack

• Get licensed: Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Prepare for the Securities Industry Essentials (SIE®) Exam*.
• Additional licensing exams are required to become a Financial Advisor.

*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.

Qualifications

• No finance background? No problem—no experience needed.
• Sales, customer service, or people-facing experience is a big plus.

Additional Incentives

• Coursework for Life & Health insurance license.
• Support and coursework for the Securities Industry Essentials (SIE®) Exam*.
• $2,000 bonus upon completion of the SIE® Exam.
• Award-winning mentorship and training programs.
• Additional incentives to help you get started on top of earned commissions and bonuses.

Job Type

• Full-time

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance