Wealth Management Trainee: Kickstart Your Financial Career

Bankers Life; Ann Arbor (MI); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Mentorship program

Training opportunities

Bonuses and incentives

Career advancement

Job summary

Bankers Life in Ann Arbor is seeking a Wealth Management Trainee who will work one-on-one with clients to design personalized financial solutions and build lasting relationships along a path toward wealth management.

No finance background is required at entry; you’ll start with licensing coursework, SIE exam prep, and award-winning mentorship to accelerate your career toward leadership.

Qualifications

• No finance background required.
• Licensing coursework is provided to start.
• SIE exam preparation and mentorship support are included.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build lasting client relationships and grow wealth management skills.
• Prepare for licensing and industry exams with company support.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life in Ann Arbor is seeking a Wealth Management Trainee who will work one-on-one with clients to design personalized financial solutions and build lasting relationships along a path toward wealth management.

No finance background is required at entry; you’ll start with licensing coursework, SIE exam prep, and award-winning mentorship to accelerate your career toward leadership.