Wealth Management Trainee: Fast-Track to Financial Advisor

Bankers Life company; Zanesville (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Bonuses

Awards trips

Job summary

Bankers Life in Ohio is recruiting a Wealth Management Trainee for our Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized financial solutions, building relationships and a career with real impact.

No finance background required—licensing support, SIE exam prep, and mentorship pave your path into wealth management and leadership. Expect uncapped commissions, bonuses, and awards trips as you grow, with ongoing training and tech tools to accelerate

Qualifications

• No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career path in wealth management and leadership.
• Complete licensing coursework and SIE exam prep with support from Bankers Life.
• Participate in mentorship and continuous sales leadership development.

Job description

Bankers Life in Ohio is recruiting a Wealth Management Trainee for our Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized financial solutions, building relationships and a career with real impact.

No finance background required—licensing support, SIE exam prep, and mentorship pave your path into wealth management and leadership. Expect uncapped commissions, bonuses, and awards trips as you grow, with ongoing training and tech tools to accelerate