Wealth Management Advisor

Bankers Life; Setauket (NY); On-site; USD 40,000 - 56,000; Full time

Job summary

Bankers Life is seeking driven individuals for a wealth management trainee role within our Financial Advisor Development Program. You’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships, pursuing growth and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, Bankers Life offers mentorship, training programs, and incentives.

Qualifications

• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Support for Securities Industry Essentials (SIE) Exam*, including 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.
• Additional incentives that help you get started on top of earned commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Join the Financial Advisor Development Program today.

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 difference? Join our Financial Advisor Development Program today.

We support you every step of the way:

• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.


• 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.