Wealth Management Trainee - Growth, Mentorship, Fast Track

Bankers Life; Omaha (NE); On-site; USD 42,000 - 64,000; Full time

Job summary

Bankers Life is seeking a wealth management trainee to work one-on-one with clients to craft personalized financial solutions and build meaningful client relationships. The program includes licensing coursework with Bankers Life covering Life & Health training, plus support to prepare for the FINRA SIE exam and a $2,000 bonus upon completion.

We offer award-winning mentorship and leadership pathways. Starting out, you’ll join a team that emphasizes growth, mentorship, and opportunities to

Qualifications

• No finance background? no problem—sales, customer service, or people-facing experience is a big plus.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build relationships and a career path toward wealth management.
• Participate in mentorship and structured training programs to advance into sales leadership.

Skills

Sales experience

Customer service

People-facing

Education

Licensing coursework

Job description

Bankers Life is seeking a wealth management trainee to work one-on-one with clients to craft personalized financial solutions and build meaningful client relationships. The program includes licensing coursework with Bankers Life covering Life & Health training, plus support to prepare for the FINRA SIE exam and a $2,000 bonus upon completion.

We offer award-winning mentorship and leadership pathways. Starting out, you’ll join a team that emphasizes growth, mentorship, and opportunities to