Wealth Advisor Trainee: Fast-Track to Leadership & Licenses

Bankers Life; Ashburn (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Opportunity for leadership roles

Unlimited income streams

Awards trips and work-life integration

Job summary

Bankers Life in Ashburn, Virginia, is seeking candidates for its Financial Advisor Development Program. This opportunity is designed for driven individuals looking to establish a successful career in wealth management through personalized financial solutions and client relationship building.

The program offers extensive training, mentorship, and support to help you navigate licensing requirements and earn incentives, such as a $2,000 bonus upon completion of required exams. Ideal candidates may come from sales or customer service backgrounds and must be resident in Virginia.

Qualifications

• No finance background required, experience in sales or customer service preferred.
• Must obtain necessary licenses with support provided.
• Extra licensing exams needed to become a Financial Advisor.

Responsibilities

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

Skills

Sales experience

Customer service experience

People-facing roles

Job description

Bankers Life in Ashburn, Virginia, is seeking candidates for its Financial Advisor Development Program. This opportunity is designed for driven individuals looking to establish a successful career in wealth management through personalized financial solutions and client relationship building.

The program offers extensive training, mentorship, and support to help you navigate licensing requirements and earn incentives, such as a $2,000 bonus upon completion of required exams. Ideal candidates may come from sales or customer service backgrounds and must be resident in Virginia.