Wealth Management Trainee: Fast-Track to Leadership

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

Benefits offered by this job

Comprehensive training

Flexible career progression

Unlimited income streams

Incentives and bonuses

Awards trips and team collaboration

Job summary

A reputable financial services firm in Westlake, Ohio, is seeking a wealth management trainee. This position involves working closely with clients to develop tailored financial solutions and requires no prior finance experience. The company offers extensive mentorship, support for licensing, and a structured development program leading to leadership roles. Ideal candidates will possess sales or customer service experience and will be driven to make a difference in clients' lives.

Qualifications

• No finance background required.
• Licensing for Life & Health coursework covered.
• Prepare for the SIE® Exam with support.

Responsibilities

• Work with clients to create personalized financial solutions.
• Build meaningful relationships in a career path.
• Get licensed and participate in mentorship programs.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

A reputable financial services firm in Westlake, Ohio, is seeking a wealth management trainee. This position involves working closely with clients to develop tailored financial solutions and requires no prior finance experience. The company offers extensive mentorship, support for licensing, and a structured development program leading to leadership roles. Ideal candidates will possess sales or customer service experience and will be driven to make a difference in clients' lives.