Wealth Management Trainee: License Path & Mentorship

Bankers Life company; Westerville (OH); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Mentorship program

Uncapped commissions

Awards trips

Work-life integration

Job summary

Bankers Life is seeking driven individuals for a wealth management trainee role within our Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of.

No finance background is required; licensing coursework is covered, with SIE exam prep and a $2,000 bonus upon completion. Expect mentorship, structured training, and opportunities to advance into leadership and

Qualifications

• No finance background? no problem—no experience needed; sales, customer service, or people-facing experience is a big plus.
• Be prepared to get licensed; Bankers Life covers Life & Health coursework to start your insurance sales representative business.
• Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, including coursework, support, and a $2,000 bonus upon completion.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Award-winning mentorship and training programs to help your move into wealth management and sales leadership.

Job description

Bankers Life is seeking driven individuals for a wealth management trainee role within our Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of.

No finance background is required; licensing coursework is covered, with SIE exam prep and a $2,000 bonus upon completion. Expect mentorship, structured training, and opportunities to advance into leadership and