Wealth Management Trainee: Mentor-Led Growth & Earnings

Bankers Life; Westerville (OH); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Top-tier training programs

Flexible career advancement

Unlimited income streams

Job summary

A financial services company is seeking a Wealth Management Trainee to work closely with clients in designing personalized financial solutions. This position offers inclusive training that requires no prior finance experience, as well as continuous mentorship and a framework for career advancement into leadership roles within a year. The role includes opportunities for unlimited income through uncapped commissions and bonuses, ideal for individuals eager to grow in the financial services sector in Ohio.

Qualifications

• No finance background required; previous experience in sales or customer service preferred.
• Must be prepared to obtain Life & Health licenses.
• SIE® Exam preparation provided.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Participate in the Financial Advisor Development Program.
• Build meaningful relationships while developing a career.

Skills

Sales experience

Customer service

People-facing experience

Job description

A financial services company is seeking a Wealth Management Trainee to work closely with clients in designing personalized financial solutions. This position offers inclusive training that requires no prior finance experience, as well as continuous mentorship and a framework for career advancement into leadership roles within a year. The role includes opportunities for unlimited income through uncapped commissions and bonuses, ideal for individuals eager to grow in the financial services sector in Ohio.