Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life; Spokane (WA); On-site; USD 35,000 - 60,000; Full time

Benefits offered by this job

Uncapped commissions

Bonuses

Mentorship and training

Job summary

Bankers Life is seeking driven individuals for a Wealth Management Trainee role. You will work one-on-one with clients to design personalized financial solutions while building relationships and a career in wealth management. No finance background needed; licensing and SIE prep are provided.

Strong mentorship and training programs support your progression into wealth management and sales leadership. Starting with licensing coursework and continuing through the development program, you'll have

Qualifications

• No finance background required.
• Willingness to get licensed to sell insurance.
• Preparation for Securities Industry Essentials (SIE) exam supported by the company.

Responsibilities

• Work one-on-one with clients to craft personalized financial solutions.
• Build meaningful client relationships and a career in wealth management and sales leadership.
• Participate in the Financial Advisor Development Program and complete required licensure.

Skills

Sales

Customer service

People-facing

Job description

Bankers Life is seeking driven individuals for a Wealth Management Trainee role. You will work one-on-one with clients to design personalized financial solutions while building relationships and a career in wealth management. No finance background needed; licensing and SIE prep are provided.

Strong mentorship and training programs support your progression into wealth management and sales leadership. Starting with licensing coursework and continuing through the development program, you'll have