Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; Kennewick (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Unlimited income streams

Incentives for new hires

Job summary

Bankers Life, located in Kennewick, Washington, is seeking a motivated Wealth Management Trainee to join their Financial Advisor Development Program. This role offers extensive training, mentorship, and the opportunity to build a meaningful career in wealth management. No prior finance experience is needed, and all necessary coursework for licensing is provided. With uncapped commissions and additional incentives, candidates can expect significant growth and support as they move into leadership roles within the company.

Qualifications

• No finance background required; willingness to learn is essential.
• Completion of Life & Health coursework is necessary.
• Preparation for the Securities Industry Essentials (SIE) Exam is required.

Responsibilities

• Work with clients to create personalized financial solutions.
• Participate in mentorship and training programs.
• Obtain necessary licensing to operate as a Financial Advisor.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life, located in Kennewick, Washington, is seeking a motivated Wealth Management Trainee to join their Financial Advisor Development Program. This role offers extensive training, mentorship, and the opportunity to build a meaningful career in wealth management. No prior finance experience is needed, and all necessary coursework for licensing is provided. With uncapped commissions and additional incentives, candidates can expect significant growth and support as they move into leadership roles within the company.