Wealth Management Trainee

Bankers Life; Kennewick (WA); On-site; USD 45,000 - 75,000; Full time

Job summary

Bankers Life in Washington state offers a Wealth Management Trainee role within the Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized financial solutions while building relationships and a career you’re proud of.

You'll start by obtaining licenses with support for Life & Health coursework, plus SIE exam prep and a $2,000 bonus upon completion, backed by award-winning mentorship and training to advance into wealth management and leadership.

Qualifications

• No finance background required; sales or customer service experience is a plus.
• Applicants must reside in the state of the position and have access to a vehicle.
• SIE exam prep and licensing support will be provided.

Responsibilities

• No finance background? No problem—sales, customer service, or people-facing experience is a big plus.
• First step: get licensed; Bankers Life covers Life & Health coursework to start your insurance sales business.
• Prepare for the SIE exam with coursework, support, and a $2,000 bonus upon completion.
• Mentorship and training programs to support your move into wealth management and sales leadership.
• Additional incentives beyond earned commissions and bonuses.

Skills

Sales

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. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. 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.

About the Role

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. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way:

Responsibilities

• 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.

Qualifications

Note: Applicants must reside in the state of the position and have access to a vehicle to be considered.

Required Skills

• 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.

Pay range and compensation package

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.

Equal Opportunity Statement

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.