Wealth Management Advisor

Bankers Life; San Francisco (CA); On-site; USD 50,000 - 80,000; Full time

Job summary

Bankers Life is seeking a Wealth Management Trainee in San Francisco to grow with a nationwide organization backed by CNO Financial Group. You will work directly with clients to design personalized financial solutions while building lasting relationships and a career you can be proud of.

The program offers mentorship, licensing support, and pathways into wealth management and sales leadership. No finance background?

Qualifications

• No finance background? No problem—no experience needed; sales, customer service, or people-facing experience is a big plus.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions and build meaningful relationships.
• Assist in wealth management training and develop leadership skills within the team.

Job description

Position Title: Wealth Management Trainee

Compensation: $50,000 - $80,000

Job Description:

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job.

As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a

We support you every step of the way:

No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!

First step, get licensed. Bankers Life covers your Life & Health coursework to start

Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.

Award winning mentorship and training programs that support your move into wealth management and sales leadership.

Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.

Why Join Us?

Top-tier training with mentors and resources to help you succeed at every level.

Your career, your pace by moving into a leadership role in as little as 12 months.

Continuous support with tech tools, marketing leads, and team collaboration.

Unlimited income streams include uncapped commissions, renewals, bonuses and more.

Live life with exciting awards trips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of

middle-income America by providing life and health insurance, annuities, financial

services, and workforce benefits solutions through its family of brands, including Colonial

Penn, Washington National, and Optavise.

Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA).

Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).

Investments are: Not Guaranteed—Involve Risk—May Lose Value.