Wealth Management Trainee

Bankers Life; Fredericksburg (VA); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Opportunity for leadership role within 12 months

Unlimited income streams

Awards trips and work-life integration

Job summary

Bankers Life in Fredericksburg, VA is seeking candidates for their Financial Advisor Development Program. As a wealth management trainee, you will engage with clients to provide personalized financial solutions, establish valuable relationships, and carve out a fulfilling career. The program emphasizes easy access to licensing support and a bonus upon exam completion.

The role is perfect for driven individuals, regardless of their finance background, who are ready to embrace a career in financial advisory.

Qualifications

• No finance background required but experience in sales or customer service is a plus.
• Must obtain necessary licenses with support provided by Bankers Life.

Responsibilities

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

Skills

Sales experience

Customer service experience

People-facing role experience

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.