Wealth Management Trainee: Launch Your Advisor Career

Bankers Life; Chattanooga (TN); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Bonuses

Job summary

Bankers Life invites driven individuals to join our Wealth Management Trainee program, working one-on-one with clients to craft personalized financial solutions and build lasting relationships.

With mentorship, hands-on support, and an emphasis on growth, this role trains you for leadership in wealth management. Licensing prep is covered, and bonuses are available as you progress toward SIE and related exams.

Qualifications

• No finance background? No problem—no experience needed, prior sales/customer service helps.
• First step is to get licensed; Bankers Life covers Life & Health coursework to start your insurance sales career.
• Next, we help you prepare for the SIE exam with coursework, support, and a $2,000 bonus after completion.

Responsibilities

• Work one-on-one with clients to craft personalized financial solutions.
• Build meaningful relationships and a career you’re proud of within wealth management.
• Participate in award-winning mentorship and training programs that support your move into leadership.

Skills

Sales experience

Customer service

People-facing experience

Job description

Bankers Life invites driven individuals to join our Wealth Management Trainee program, working one-on-one with clients to craft personalized financial solutions and build lasting relationships.

With mentorship, hands-on support, and an emphasis on growth, this role trains you for leadership in wealth management. Licensing prep is covered, and bonuses are available as you progress toward SIE and related exams.