Wealth Advisor Trainee: Growth, Mentorship & Commissions

Bankers Life company; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Licensing coursework covered

SIE exam bonus $2,000

Job summary

Bankers Life is seeking driven individuals for our Financial Advisor Development Program in San Francisco. As a wealth management trainee, you will work one-on-one with clients to tailor financial solutions and build lasting relationships.

No finance background is required; we provide licensing coursework and support to prepare you for the SIE exam, with a $2,000 bonus upon completion and mentorship to advance into leadership roles.

Qualifications

• No finance background required.
• No prior licensing or experience is necessary to start; sales, customer service, or people-facing experience are a plus.
• Must be eligible to obtain required licenses; Bankers Life covers licensing coursework.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career in wealth management.
• Participate in top-tier mentorship and training programs.
• Prepare for the Securities Industry Essentials (SIE) exam with provided coursework.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life is seeking driven individuals for our Financial Advisor Development Program in San Francisco. As a wealth management trainee, you will work one-on-one with clients to tailor financial solutions and build lasting relationships.

No finance background is required; we provide licensing coursework and support to prepare you for the SIE exam, with a $2,000 bonus upon completion and mentorship to advance into leadership roles.