Launch Your Finance Career: Wealth Management Trainee

Bankers Life; Muncie (IN); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship programs

Marketing leads

Bonuses upon completion of exams

Job summary

A financial services company is seeking driven individuals for the wealth management trainee position in Muncie, Indiana. In this full-time role, you will create personalized financial solutions while building client relationships. No finance background is necessary, but sales or customer service experience is a plus. The company offers extensive training and mentorship to support your development as you work towards a successful career in financial services.

Qualifications

• No finance background necessary; sales or customer service experience preferred.
• Must be licensed for insurance sales.
• Willingness to prepare for Securities Industry Essentials Exam.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships.
• Participate in training and mentorship programs.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

A financial services company is seeking driven individuals for the wealth management trainee position in Muncie, Indiana. In this full-time role, you will create personalized financial solutions while building client relationships. No finance background is necessary, but sales or customer service experience is a plus. The company offers extensive training and mentorship to support your development as you work towards a successful career in financial services.