Wealth Management Trainee

Bankers Life; Brea (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading insurance and financial services firm in California is seeking a Financial Advisor to offer personalized financial solutions and build meaningful client relationships. Ideal candidates are driven individuals seeking growth, mentorship, and unlimited income potential. The role requires sales or people-facing experience, with a salary range of $70,000 to $100,000 annually. This is an entry-level, full-time position with ample support and training.

Qualifications

• No finance background required; sales, service, or people-facing experience is beneficial.
• Willingness to get licensed for Life & Health coursework.
• Preparation for the Securities Industry Essentials (SIE®) Exam.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships with clients.
• Achieve sales leadership and wealth management roles.

Skills

Sales experience

Customer service

People-facing experience

Job description

Financial Advisor - Endowments and Foundations

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 part of our team, you'll work one‑on‑one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of.

We support you every step of the way:

• No finance background? No problem—sales, 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 sales leadership and wealth management.
• Income support to get you started on top of your commissions and bonuses.

*This is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

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 with uncapped commissions, renewals, and bonuses.
• Live life with exciting awards trips, lasting friendships and true work‑life integration.

Base pay range

$70,000.00/yr - $100,000.00/yr

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Finance, Sales, and Customer Service

Industries

• Insurance, Investment Management, and Financial Services

Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.