Wealth Management Trainee: Fast-Track to Wealth Advisor

Bankers Life; Greenville (SC); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Mentorship program

Training programs

Uncapped commissions

Bonuses

Job summary

Bankers Life invites driven individuals to join the Financial Advisor Development Program. You will work one-on-one with clients to tailor financial solutions, building relationships and a career with purpose.

No finance background is required; licensing is supported along with exam prep and a $2,000 completion bonus. You will receive award-winning mentorship, ongoing training, and the potential to advance into wealth management and sales leadership, with uncapped commissions and incentives

Qualifications

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

Responsibilities

• Join the Financial Advisor Development Program and work one-on-one with clients to create personalized financial solutions.
• Receive mentorship and structured training to grow into wealth management and sales leadership roles.
• Prepare for licensing exams (SIE and others) with coursework, support, and incentives upon completion.
• Benefit from uncapped commissions, renewals, bonuses, and incentives as you advance in the program.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life invites driven individuals to join the Financial Advisor Development Program. You will work one-on-one with clients to tailor financial solutions, building relationships and a career with purpose.

No finance background is required; licensing is supported along with exam prep and a $2,000 completion bonus. You will receive award-winning mentorship, ongoing training, and the potential to advance into wealth management and sales leadership, with uncapped commissions and incentives