Wealth Management Trainee: Launch Your Licensed Advisor Career
Bankers Life
14 days+
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Benefits offered by this job
Job summary
A financial services company seeks a Wealth Management Trainee to work directly with clients, creating personalized financial solutions. No prior finance experience is required, though sales or customer service experience is a plus. You will receive support for licensing coursework and mentorship throughout your career development. Apply today to start your journey in wealth management and financial advising. Competitive incentives and bonuses are available.
Qualifications
- No finance background needed; sales or customer service experience preferable.
- Ability to work one-on-one with clients to create financial solutions.
- Willingness to prepare for licensing exams.
Responsibilities
- Work with clients to create personalized financial solutions.
- Get licensed with support for required coursework.
- Prepare for the Securities Industry Essentials Exam.
Skills
Sales experience
Customer service experience
People-facing skills
Job description
A financial services company seeks a Wealth Management Trainee to work directly with clients, creating personalized financial solutions. No prior finance experience is required, though sales or customer service experience is a plus. You will receive support for licensing coursework and mentorship throughout your career development. Apply today to start your journey in wealth management and financial advising. Competitive incentives and bonuses are available.
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