Wealth Management Trainee

Bankers Life; Kennewick (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Unlimited income streams

Incentives for new hires

Job summary

Bankers Life, located in Kennewick, Washington, is seeking a motivated Wealth Management Trainee to join their Financial Advisor Development Program. This role offers extensive training, mentorship, and the opportunity to build a meaningful career in wealth management. No prior finance experience is needed, and all necessary coursework for licensing is provided. With uncapped commissions and additional incentives, candidates can expect significant growth and support as they move into leadership roles within the company.

Qualifications

• No finance background required; willingness to learn is essential.
• Completion of Life & Health coursework is necessary.
• Preparation for the Securities Industry Essentials (SIE) Exam is required.

Responsibilities

• Work with clients to create personalized financial solutions.
• Participate in mentorship and training programs.
• Obtain necessary licensing to operate as a Financial Advisor.

Skills

Sales experience

Customer service

People-facing experience

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