Wealth Advisor Trainee - Mentored Growth Path

Bankers Life; Greenville (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training programs

Mentorship and support

Income through commissions and bonuses

Job summary

A financial services company is seeking a Wealth Management Trainee in Greenville, South Carolina. Responsibilities include working closely with clients to create tailored financial solutions and establishing long-term relationships. The role offers comprehensive mentorship and the opportunity for significant income through commissions and bonuses. Candidates do not need a finance background, but experience in sales or customer service is a plus. Training for licensing and support for professional development are also provided.

Qualifications

• No finance background required; previous sales or customer service experience is beneficial.
• Must be licensed for Life & Health insurance.
• Preparation for the Securities Industry Essentials (SIE®) Exam included.

Responsibilities

• Work with clients to create personalized financial solutions.
• Build meaningful client relationships.
• Participate in training and mentorship for professional development.

Skills

Sales experience

Customer service

People-facing experience

Job description

A financial services company is seeking a Wealth Management Trainee in Greenville, South Carolina. Responsibilities include working closely with clients to create tailored financial solutions and establishing long-term relationships. The role offers comprehensive mentorship and the opportunity for significant income through commissions and bonuses. Candidates do not need a finance background, but experience in sales or customer service is a plus. Training for licensing and support for professional development are also provided.