Wealth Management Trainee

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

Benefits offered by this job

Licensing coursework covered

SIE exam support with $2,000 bonus

Mentorship and training programs

Uncapped commissions & bonuses

Job summary

Bankers Life in Bakersfield, CA, is seeking a Wealth Management Trainee. You will work one-on-one with clients to create personalized financial solutions, backed by a nationally recognized brand with strong mentorship and training support.

No finance background is required; licensing coursework is covered, and you’ll prepare for the SIE exam with guidance and a $2,000 completion bonus. Expect a path into wealth management with clear leadership opportunities and commissions.

Qualifications

• No finance background? No problem—no experience needed.
• Sales, customer service, or people-facing experience is a big plus.
• Licensing track with Life & Health coursework covered by Bankers Life.
• SIE exam prep with coursework, support, and a $2,000 bonus on completion.
• Award-winning mentorship and training to move into wealth management.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build relationships and a career in wealth management.
• Assist with leading initiatives and sales leadership pathways.

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 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 help you get started on top of earned commissions and bonuses.

The Securities Industry Essentials (SIE) Exam is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) and is the 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.