Wealth Management Trainee: Fast-Track to Licensed Advisor

Bankers Life; Richmond (IN); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Incentives for new starts

Unlimited income potential

Awards trips and team collaboration

Job summary

A financial services company located in Richmond, IN, is seeking a Wealth Management Trainee to work directly with clients in creating personalized financial solutions. This entry-level position offers comprehensive training, mentorship, and resources to kickstart a career in financial services, along with the opportunity to earn uncapped commissions and bonuses. Ideal candidates should have sales or customer service experience, and the company will cover licensing costs. Join the Financial Advisor Development Program to build a successful career!

Qualifications

• No finance background required; sales or customer service experience is a plus.
• Must obtain Life & Health license and prepare for the SIE exam.
• Mentorship and training programs to support career development.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Join the Financial Advisor Development Program and build meaningful relationships.
• Receive support and resources for career growth in wealth management.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

A financial services company located in Richmond, IN, is seeking a Wealth Management Trainee to work directly with clients in creating personalized financial solutions. This entry-level position offers comprehensive training, mentorship, and resources to kickstart a career in financial services, along with the opportunity to earn uncapped commissions and bonuses. Ideal candidates should have sales or customer service experience, and the company will cover licensing costs. Join the Financial Advisor Development Program to build a successful career!