Wealth Management Trainee: Fast-Track to Financial Advisor

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

Job summary

Bankers Life in the United States is seeking a Wealth Management Trainee who will work one-on-one with clients to craft personalized financial solutions and build lasting relationships. You will begin by obtaining the Life & Health licenses and preparing for the SIE exam, with company support and incentives along the way.

The program offers award-winning mentorship, structured training, and opportunities to move into wealth management and sales leadership, with uncapped commissions and ongoing

Qualifications

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

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Support licensing process: Life & Health coursework, SIE exam prep with company help.

Skills

Sales

Customer Service

People-facing Experience

Job description

Bankers Life in the United States is seeking a Wealth Management Trainee who will work one-on-one with clients to craft personalized financial solutions and build lasting relationships. You will begin by obtaining the Life & Health licenses and preparing for the SIE exam, with company support and incentives along the way.

The program offers award-winning mentorship, structured training, and opportunities to move into wealth management and sales leadership, with uncapped commissions and ongoing