Wealth Management Trainee

Bankers Life company; Charlottesville (VA); In loco; USD 45.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

SIE Exam Support

Licensing coursework paid

Bonus upon completion

Mentorship program

Descrizione del lavoro

Bankers Life, Charlottesville, VA, offers a wealth management trainee program focused on growth, purpose, ownership and real impact. You will work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you’re proud of.

Supported by CNO Financial Group, the program provides mentorship and structured training to advance into wealth management and leadership roles.

Competenze

• No finance background required; sales, customer service or people-facing experience is a plus.
• You will be licensed; Life & Health coursework covered to start your insurance sales business.
• SIE exam prep includes coursework, support, and a $2,000 bonus upon completion.
• Award-winning mentorship and training programs to support your move into wealth management.
• Starting out? Additional incentives alongside earned commissions and bonuses.

Mansioni

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career in wealth management and sales leadership.
• Participate in mentorship and training programs to advance within the organization.

Descrizione del lavoro

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. BL-1769-ADV-1025

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.

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.