Wealth Management Trainee

Bankers Life; Franklin (TN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship programs

Continuous support and training

Bonuses and incentives

Career advancement opportunities

Job summary

A financial services company in Franklin is seeking a wealth management trainee. This role involves creating personalized financial solutions for clients and requires no prior finance experience, as training and licensing support is provided. Ideal candidates should possess sales or customer service experience and a drive for success. The position offers a structured development program with potential for leadership roles in just 12 months, along with various income streams including commissions and bonuses.

Qualifications

• No finance background required; sales or customer-facing experience preferred.
• Must obtain Life & Health license and prepare for the Securities Industry Essentials Exam.
• Continuous support provided through mentorship and training.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Join the Financial Advisor Development Program.
• Participate in training programs and prepare for licensing exams.

Skills

Sales experience

Customer service experience

Ability to build relationships

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

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.

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.

Apply and learn more.

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.