Wealth Management Trainee: Launch Your Advisor Career

Bankers Life; Franklin (TN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Mentorship programs

Continuous support and training

Bonuses and incentives

Career advancement opportunities

Job summary

A financial services company in Franklin is seeking a wealth management trainee. This role involves creating personalized financial solutions for clients and requires no prior finance experience, as training and licensing support is provided. Ideal candidates should possess sales or customer service experience and a drive for success. The position offers a structured development program with potential for leadership roles in just 12 months, along with various income streams including commissions and bonuses.

Qualifications

• No finance background required; sales or customer-facing experience preferred.
• Must obtain Life & Health license and prepare for the Securities Industry Essentials Exam.
• Continuous support provided through mentorship and training.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Join the Financial Advisor Development Program.
• Participate in training programs and prepare for licensing exams.

Skills

Sales experience

Customer service experience

Ability to build relationships

Job description

A financial services company in Franklin is seeking a wealth management trainee. This role involves creating personalized financial solutions for clients and requires no prior finance experience, as training and licensing support is provided. Ideal candidates should possess sales or customer service experience and a drive for success. The position offers a structured development program with potential for leadership roles in just 12 months, along with various income streams including commissions and bonuses.