Wealth Management Trainee

Bankers Life; Paducah (KY); On-site; Full time

Benefits offered by this job

Career development programs

Incentives and bonuses

Job summary

A financial services company seeks a Wealth Management Trainee to work directly with clients, creating personalized financial solutions. No prior finance experience is required, though sales or customer service experience is a plus. You will receive support for licensing coursework and mentorship throughout your career development. Apply today to start your journey in wealth management and financial advising. Competitive incentives and bonuses are available.

Qualifications

• No finance background needed; sales or customer service experience preferable.
• Ability to work one-on-one with clients to create financial solutions.
• Willingness to prepare for licensing exams.

Responsibilities

• Work with clients to create personalized financial solutions.
• Get licensed with support for required coursework.
• Prepare for the Securities Industry Essentials Exam.

Skills

Sales experience

Customer service experience

People-facing skills

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.

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.