Wealth Advisor Trainee: Fast-Track to Leadership & Licenses

Bankers Life; Manassas (VA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Unlimited income streams

Exciting awards trips

Continuous support with technology tools

Job summary

Join Bankers Life as a trainee in the Financial Advisor Development Program, where you’ll create personalized financial solutions for clients and build lasting relationships.

This role offers comprehensive training, support for licensing exams with reimbursement, and a bonus upon completion, along with additional opportunities for growth into leadership roles.

Enjoy uncapped earnings, flexibility, and a dynamic work environment while helping clients secure their financial futures.

Qualifications

• No finance background required; experience in sales or customer service is beneficial.
• Candidates must obtain necessary licenses for the role.
• Ability to build meaningful relationships with clients.

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 skills

People-facing role experience

Job description

Join Bankers Life as a trainee in the Financial Advisor Development Program, where you’ll create personalized financial solutions for clients and build lasting relationships.

This role offers comprehensive training, support for licensing exams with reimbursement, and a bonus upon completion, along with additional opportunities for growth into leadership roles.

Enjoy uncapped earnings, flexibility, and a dynamic work environment while helping clients secure their financial futures.