Wealth Management Trainee: Launch Your Licensed Advisor Career

Bankers Life; Paducah (KY); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Career development programs

Incentives and bonuses

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.