Wealth Management Trainee: Fast-Track to Advisory

Bankers Life; Brea (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading insurance and financial services firm in California is seeking a Financial Advisor to offer personalized financial solutions and build meaningful client relationships. Ideal candidates are driven individuals seeking growth, mentorship, and unlimited income potential. The role requires sales or people-facing experience, with a salary range of $70,000 to $100,000 annually. This is an entry-level, full-time position with ample support and training.

Qualifications

• No finance background required; sales, service, or people-facing experience is beneficial.
• Willingness to get licensed for Life & Health coursework.
• Preparation for the Securities Industry Essentials (SIE®) Exam.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships with clients.
• Achieve sales leadership and wealth management roles.

Skills

Sales experience

Customer service

People-facing experience

Job description

A leading insurance and financial services firm in California is seeking a Financial Advisor to offer personalized financial solutions and build meaningful client relationships. Ideal candidates are driven individuals seeking growth, mentorship, and unlimited income potential. The role requires sales or people-facing experience, with a salary range of $70,000 to $100,000 annually. This is an entry-level, full-time position with ample support and training.