Wealth Management Trainee

Bankers Life; Noblesville (IN); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Top-tier training

Flexible career advancement

Unlimited income potential

Mentorship programs

Job summary

A prominent financial services firm seeks a Wealth Management Trainee in Noblesville, IN. This entry-level position provides comprehensive training for individuals looking to establish a career in wealth management. You will work closely with clients to develop tailored financial solutions, while the company supports you in obtaining necessary licenses and offers mentorship programs. Ideal candidates are eager to learn and possess strong interpersonal skills. Competitive pay and opportunities for advancement provided.

Qualifications

• No finance background necessary; sales or customer service experience is preferred.
• Willingness to obtain Life & Health license.
• Motivation to participate in training programs for career development.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Participate in the Financial Advisor Development Program.
• Obtain necessary licenses and prepare for industry examinations.

Skills

Sales

Customer service

Interpersonal skills

Job description

Base pay range

$40,000.00/yr - $65,000.00/yr

3 days ago Be among the first 25 applicants

This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from Bankers Life

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.

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.

Seniority level

Entry level

Employment type

Full-time

Industries

Financial Services, Investment Management, and Insurance

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