Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; Bakersfield (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Licensing coursework covered

SIE exam support with $2,000 bonus

Mentorship and training programs

Uncapped commissions & bonuses

Job summary

Bankers Life in Bakersfield, CA, is seeking a Wealth Management Trainee. You will work one-on-one with clients to create personalized financial solutions, backed by a nationally recognized brand with strong mentorship and training support.

No finance background is required; licensing coursework is covered, and you’ll prepare for the SIE exam with guidance and a $2,000 completion bonus. Expect a path into wealth management with clear leadership opportunities and commissions.

Qualifications

• No finance background? No problem—no experience needed.
• Sales, customer service, or people-facing experience is a big plus.
• Licensing track with Life & Health coursework covered by Bankers Life.
• SIE exam prep with coursework, support, and a $2,000 bonus on completion.
• Award-winning mentorship and training to move into wealth management.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build relationships and a career in wealth management.
• Assist with leading initiatives and sales leadership pathways.

Job description

Bankers Life in Bakersfield, CA, is seeking a Wealth Management Trainee. You will work one-on-one with clients to create personalized financial solutions, backed by a nationally recognized brand with strong mentorship and training support.

No finance background is required; licensing coursework is covered, and you’ll prepare for the SIE exam with guidance and a $2,000 completion bonus. Expect a path into wealth management with clear leadership opportunities and commissions.