Wealth Management Trainee: Fast-Track to Licensed Advisor

Bankers Life company

Denver (CO)

On-site

USD 50,000 - 80,000

Full time

6 days ago
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Job summary

Bankers Life in Denver is seeking a Wealth Management Trainee to work one-on-one with clients to craft personalized financial solutions and build meaningful relationships as part of a rewarding career.

No finance background is required; training includes licensing coursework, SIE exam prep with a $2,000 bonus upon completion, and award-winning mentorship to move toward wealth management and sales leadership.

Qualifications

  • No finance background required; sales or customer service experience is a plus.

Responsibilities

  • You will work one-on-one with clients to create personalized financial solutions and build lasting relationships.

Job description

Bankers Life in Denver is seeking a Wealth Management Trainee to work one-on-one with clients to craft personalized financial solutions and build meaningful relationships as part of a rewarding career.

No finance background is required; training includes licensing coursework, SIE exam prep with a $2,000 bonus upon completion, and award-winning mentorship to move toward wealth management and sales leadership.

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