Wealth Management Trainee

Bankers Life; Ashburn (VA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Opportunity for leadership roles

Unlimited income streams

Awards trips and work-life integration

Job summary

Bankers Life in Ashburn, Virginia, is seeking candidates for its Financial Advisor Development Program. This opportunity is designed for driven individuals looking to establish a successful career in wealth management through personalized financial solutions and client relationship building.

The program offers extensive training, mentorship, and support to help you navigate licensing requirements and earn incentives, such as a $2,000 bonus upon completion of required exams. Ideal candidates may come from sales or customer service backgrounds and must be resident in Virginia.

Qualifications

• No finance background required, experience in sales or customer service preferred.
• Must obtain necessary licenses with support provided.
• Extra licensing exams needed to become a Financial Advisor.

Responsibilities

• Conduct client consultations and develop financial plans.
• Build and manage a pipeline of prospective clients.
• Complete required licensing examinations.

Skills

Sales experience

Customer service experience

People-facing roles

Job description

Financial Advisor Development Program

We’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you will work one-on-one with clients to create personalized financial solutions, build meaningful relationships, and develop a career you’re proud of.

Responsibilities

Conduct client consultations and develop financial plans.

Build and manage a pipeline of prospective clients.

Pursue and complete required licensing examinations.

Qualifications

No finance background required. Experience in sales, customer service, or any people-facing role is a big plus.

Step one: obtain necessary licenses. Bankers Life covers your Life & Health coursework and support for the Securities Industry Essentials (SIE) examination, with the exam fee reimbursed and a $2,000 bonus upon completion.

Additional licensing exams are required to become a Financial Advisor.

Benefits

• Top-tier training and mentorship with resources to help you succeed at all levels.
• Opportunity to move into a leadership role in as little as 12 months.
• Continuous support with technology tools, marketing leads, and team collaboration.
• Unlimited income streams including uncapped commissions, renewals, bonuses, and more.
• Live life with exciting awards trips, lasting friendships, and true work-life integration.

BL-1769-ADV-1025

Applicants must reside in the state of the position and have access to a vehicle to be considered.