Wealth Advisor Trainee — Fast-Track to Leadership

Bankers Life; Herndon (VA); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Unlimited income streams

Opportunity for leadership roles

Awards trips and work-life integration

Job summary

Bankers Life is seeking driven individuals for the Financial Advisor Development Program in Herndon, Virginia. As a wealth management trainee, you will create personalized financial solutions while building meaningful relationships with clients.

You will conduct client consultations and manage prospective clients, pursuing necessary licensing exams with support from Bankers Life, which offers a $2,000 bonus upon completion.

Qualifications

• No finance background required but experience in sales or customer service is a big plus.
• Applicants must obtain necessary licenses supported by Bankers Life.

Responsibilities

• Conduct client consultations and develop financial plans.
• Build and manage a pipeline of prospective clients.
• Pursue and complete required licensing examinations.

Skills

Sales experience

Customer service experience

People-facing role experience

Job description

Bankers Life is seeking driven individuals for the Financial Advisor Development Program in Herndon, Virginia. As a wealth management trainee, you will create personalized financial solutions while building meaningful relationships with clients.

You will conduct client consultations and manage prospective clients, pursuing necessary licensing exams with support from Bankers Life, which offers a $2,000 bonus upon completion.