Wealth Management Trainee: Fast-Track to Advisory

Bankers Life company; Nixa (MO); On-site; USD 42,000 - 72,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Career growth

Licensing support

Job summary

Bankers Life, a reputable financial services company, is seeking a wealth management trainee to work one-on-one with clients to craft personalized financial solutions and build meaningful relationships. The program includes licensing coursework with company support and mentorship to help you advance toward wealth management and leadership roles.

We offer structured training, ongoing coaching, and a path to uncapped commissions plus incentives as you develop your career in financial services.

Qualifications

• No finance background required; training provided.
• Experience in sales, customer service or people-facing roles is a plus.

Responsibilities

• Guide clients to personalized financial solutions.
• Build relationships and grow a client base.
• Prepare for licensing coursework with company support.

Skills

Sales

Customer service

People-facing

Job description

Bankers Life, a reputable financial services company, is seeking a wealth management trainee to work one-on-one with clients to craft personalized financial solutions and build meaningful relationships. The program includes licensing coursework with company support and mentorship to help you advance toward wealth management and leadership roles.

We offer structured training, ongoing coaching, and a path to uncapped commissions plus incentives as you develop your career in financial services.