Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; Atlanta (GA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training programs

Opportunities for leadership

Incentives for starting

Job summary

Bankers Life, located in Atlanta, Georgia, is seeking a Wealth Management Trainee to join their Financial Advisor Development Program. This role allows individuals to work directly with clients to develop personalized financial solutions without requiring a finance background. Bankers Life offers extensive mentorship and support, licensing coverage for life and health insurance, and prepares you for the Securities Industry Essentials (SIE) Exam. Additional incentives will help new trainees get started on their financial careers.

Qualifications

• Must reside in Georgia and have access to a vehicle.
• No finance background necessary; experience in sales or customer service is a plus.
• Willingness to obtain necessary licensing for the role.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Get licensed with the support of Bankers Life.
• Prepare for the Securities Industry Essentials (SIE) Exam with provided coursework.
• Participate in mentorship and training programs.
• Earn commissions and bonuses along with additional incentives.

Skills

Sales experience

Customer service experience

Leadership potential

Ability to work with clients

Job description

Bankers Life, located in Atlanta, Georgia, is seeking a Wealth Management Trainee to join their Financial Advisor Development Program. This role allows individuals to work directly with clients to develop personalized financial solutions without requiring a finance background. Bankers Life offers extensive mentorship and support, licensing coverage for life and health insurance, and prepares you for the Securities Industry Essentials (SIE) Exam. Additional incentives will help new trainees get started on their financial careers.