Wealth Management Trainee: Financial Advisor Path

Bankers Life; Ann Arbor (MI); On-site; USD 42,000 - 75,000; Full time

Benefits offered by this job

Mentorship & Training

Uncapped commissions

SIE exam bonus

Awards trips

Job summary

Bankers Life in the United States seeks a wealth management trainee who will work one-on-one with clients to develop personalized financial solutions, building meaningful relationships and shaping a career in wealth management. The program emphasizes growth, ownership, and real impact within a supportive environment backed by CNO Financial Group.

We provide licensing support, SIE exam prep with a 2,000 bonus on completion, award-winning mentorship, and incentives on top of commissions.

Qualifications

• No finance background? No problem—sales, customer service, or people-facing experience is a big plus!
• First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
• Award winning mentorship and training programs that support your move into wealth management and sales leadership.
• Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and provide ongoing wealth guidance.
• Participate in licensing and exam prep support.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life in the United States seeks a wealth management trainee who will work one-on-one with clients to develop personalized financial solutions, building meaningful relationships and shaping a career in wealth management. The program emphasizes growth, ownership, and real impact within a supportive environment backed by CNO Financial Group.

We provide licensing support, SIE exam prep with a 2,000 bonus on completion, award-winning mentorship, and incentives on top of commissions.