Wealth Management Trainee

Bankers Life; Albuquerque (NM); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Mentorship programs

License coursework covered

SIE exam support

$2,000 SIE completion bonus

Job summary

Bankers Life in Albuquerque, NM is launching a Financial Advisor Development Program designed to grow you into a trusted wealth manager. You’ll work one-on-one with clients to create personalized financial solutions and build lasting relationships.

No finance background is required at the start; the program covers Life & Health coursework, SIE exam prep with a $2,000 completion bonus, and award-winning mentorship to guide your career into wealth management and leadership roles.

Qualifications

• No finance background needed; sales, customer service, or people-facing experience is a plus.
• First step is to get licensed; Bankers Life covers Life & Health coursework.
• Support for the SIE exam with 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.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Support the Wealth Management development track and licensing progression.
• Participate in ongoing mentorship and training programs to advance into leadership.

Skills

Sales

Customer service

People-facing experience

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:

• 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 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.