Wealth Management Trainee

Bankers Life

Richmond (IN)

On-site

USD 40,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Top-tier training and mentorship

Incentives for new starts

Unlimited income potential

Awards trips and team collaboration

Job summary

A financial services company located in Richmond, IN, is seeking a Wealth Management Trainee to work directly with clients in creating personalized financial solutions. This entry-level position offers comprehensive training, mentorship, and resources to kickstart a career in financial services, along with the opportunity to earn uncapped commissions and bonuses. Ideal candidates should have sales or customer service experience, and the company will cover licensing costs. Join the Financial Advisor Development Program to build a successful career!

Qualifications

No finance background required; sales or customer service experience is a plus.
Must obtain Life & Health license and prepare for the SIE exam.
Mentorship and training programs to support career development.

Responsibilities

Work one-on-one with clients to create personalized financial solutions.
Join the Financial Advisor Development Program and build meaningful relationships.
Receive support and resources for career growth in wealth management.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

5 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.

Base pay range

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

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.

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