Wealth Management Trainee: Fast-Track to Advisor Leadership
Bankers Life
A complete application in a minute — tailored resume and cover letter, ready to send.
Job summary
Bankers Life is seeking a Wealth Management Trainee in San Francisco to grow with a nationwide organization backed by CNO Financial Group. You will work directly with clients to design personalized financial solutions while building lasting relationships and a career you can be proud of.
The program offers mentorship, licensing support, and pathways into wealth management and sales leadership. No finance background?
Qualifications
- No finance background? No problem—no experience needed; sales, customer service, or people-facing experience is a big plus.
Responsibilities
- Work one-on-one with clients to create personalized financial solutions and build meaningful relationships.
- Assist in wealth management training and develop leadership skills within the team.
Job description
Bankers Life is seeking a Wealth Management Trainee in San Francisco to grow with a nationwide organization backed by CNO Financial Group. You will work directly with clients to design personalized financial solutions while building lasting relationships and a career you can be proud of.
The program offers mentorship, licensing support, and pathways into wealth management and sales leadership. No finance background?
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