Wealth Management Trainee - Fast-Track to Financial Advisor

Bankers Life company; Pleasanton (CA); Sur place; USD 65 000 - 110 000; Plein temps

Résumé du poste

Bankers Life in Pleasanton, CA is seeking driven individuals for its Financial Advisor Development Program to become wealth managers. You will work one-on-one with clients to create personalized financial solutions and build lasting relationships.

No finance background? No problem—we provide Life & Health coursework, SIE exam prep with support, mentorship, and opportunities for leadership. Expect commissions, bonuses, trips, and rapid career growth.

Qualifications

• No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!

Responsabilités

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Get licensed with Life & Health coursework and SIE exam preparation with support.

Connaissances

Sales

Customer service

People-facing experience

Description du poste

Bankers Life in Pleasanton, CA is seeking driven individuals for its Financial Advisor Development Program to become wealth managers. You will work one-on-one with clients to create personalized financial solutions and build lasting relationships.

No finance background? No problem—we provide Life & Health coursework, SIE exam prep with support, mentorship, and opportunities for leadership. Expect commissions, bonuses, trips, and rapid career growth.