Wealth Management Trainee – Growth & Leadership

Bankers Life; Setauket (NY); On-site; USD 40,000 - 56,000; Full time

Job summary

Bankers Life is seeking driven individuals for a wealth management trainee role within our Financial Advisor Development Program. You’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships, pursuing growth and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, Bankers Life offers mentorship, training programs, and incentives.

Qualifications

• Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Support for Securities Industry Essentials (SIE) Exam*, including 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.
• 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 a career you’re proud of.
• Join the Financial Advisor Development Program today.

Job description

Bankers Life is seeking driven individuals for a wealth management trainee role within our Financial Advisor Development Program. You’ll work one-on-one with clients to craft personalized financial solutions and build meaningful relationships, pursuing growth and a career you’re proud of.

Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, Bankers Life offers mentorship, training programs, and incentives.