Wealth Management Advisor — Training, Licensing & Hybrid

Bankers Life; Honolulu (HI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Award-winning training

Fully paid licensing programs (SIE, L&

Mentorship and office support

Hybrid schedule after training

Sales leads and marketing tools

Passive income opportunities

Retirement savings program

Job summary

Bankers Life provides Financial Advisors with industry-leading training, mentorship, and a path to ownership while helping clients live better through personalized financial planning. Advisors build a client base, learn Bankers Life products, and present tailored solutions to drive action.

The role emphasizes self-motivation, ongoing learning, and leveraging a supportive office framework, with a flexible hybrid schedule after training.

Qualifications

• Licenses or ability to acquire Life & Health licenses and securities licensing with support (Series 6/7/63/66/65, CFP)
• High level of self-motivation; ability to accomplish goals independently
• History of success in sales, competitive roles, client services, or client-facing roles
• Desire for continuous learning

Responsibilities

• Build a client base and develop knowledge of Bankers Life financial products and market trends
• Develop yourself with our award-winning training and mentorship network
• Present clients with financial solutions and drive them to action
• Take ownership of your business and build a team

Skills

Self-motivation

Sales oriented

Client service

Continuous learner

Job description

Bankers Life provides Financial Advisors with industry-leading training, mentorship, and a path to ownership while helping clients live better through personalized financial planning. Advisors build a client base, learn Bankers Life products, and present tailored solutions to drive action.

The role emphasizes self-motivation, ongoing learning, and leveraging a supportive office framework, with a flexible hybrid schedule after training.