Wealth Management Trainee

Bankers Life company; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Licensing coursework covered

SIE exam bonus $2,000

Job summary

Bankers Life is seeking driven individuals for our Financial Advisor Development Program in San Francisco. As a wealth management trainee, you will work one-on-one with clients to tailor financial solutions and build lasting relationships.

No finance background is required; we provide licensing coursework and support to prepare you for the SIE exam, with a $2,000 bonus upon completion and mentorship to advance into leadership roles.

Qualifications

• No finance background required.
• No prior licensing or experience is necessary to start; sales, customer service, or people-facing experience are a plus.
• Must be eligible to obtain required licenses; Bankers Life covers licensing coursework.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career in wealth management.
• Participate in top-tier mentorship and training programs.
• Prepare for the Securities Industry Essentials (SIE) exam with provided coursework.

Skills

Sales experience

Customer service

People-facing experience

Job description

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. 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. BL-1769-ADV-1025

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.

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.