Wealth Management Trainee: Fast-Track to Lead Advisor

Bankers Life; Pittsburgh (Allegheny County); On-site; USD 50,000 - 80,000; Full time

Job summary

Bankers Life is seeking a Wealth Management Trainee to join a structured program that blends mentorship with real client work. You’ll help design personalized financial plans and gain licensing through the company-supported coursework.

The path includes SIE exam prep with support, and opportunities to advance into wealth management and sales leadership with uncapped earning potential and ongoing training.

Qualifications

• No finance background required; no experience needed.
• Sales, customer service, or people-facing experience is a big plus.
• Willingness to get licensed and complete required exams as part of the program.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Support licensing process and SIE exam preparation.
• Receive mentorship and active training to grow into wealth management and leadership roles.
• Engage with clients and teams to drive growth and client satisfaction.

Job description

Bankers Life is seeking a Wealth Management Trainee to join a structured program that blends mentorship with real client work. You’ll help design personalized financial plans and gain licensing through the company-supported coursework.

The path includes SIE exam prep with support, and opportunities to advance into wealth management and sales leadership with uncapped earning potential and ongoing training.