Wealth Management Trainee

Bankers Life; Pittsburgh (Allegheny County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Top-tier training

Ongoing mentorship

Unlimited income potential

Job summary

Bankers Life is hiring a Wealth Management Trainee in Pittsburgh, PA. In this role, you will work closely with clients to design personalized financial solutions while developing a rewarding career. The company provides top-tier training, support for licensing, and an opportunity to earn unlimited income through commissions and bonuses.

No finance background is required, but a desire to succeed and build meaningful relationships in the financial industry is essential. Join us for a fulfilling career path with ongoing mentorship and resources!

Qualifications

• Reside in the state of the position.
• Access to a vehicle required.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career in wealth management.

Job description

Position Title

Wealth Management Trainee

Compensation

$50,000 - $80,000

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.

Support and Training

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.

Securities Industry Essentials Exam

Next, we help you prepare for the Securities Industry Essentials 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.

Requirements

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.

Legal and Licensing

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.