Wealth Management Trainee: Mentored Path to Advisor

Bankers Life

Mesa (AZ)

On-site

USD 45,000 - 75,000

Full time

3 days ago

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Benefits offered by this job

Licensing support

SIE exam bonus $2,000

Mentorship and training

Uncapped commissions

Job summary

Bankers Life in Mesa, AZ, invites driven individuals to join the Financial Advisor Development Program as wealth management trainees. You’ll work one-on-one with clients to craft personalized financial solutions, build relationships, and develop a career you’re proud of, supported by industry-leading training.

No finance background needed; licensing support provided (Life & Health coursework), SIE exam prep with a $2,000 bonus, and award-winning mentorship to propel you into wealth management

Qualifications

No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into wealth management and sales leadership.
Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

Responsibilities

Work one-on-one with clients to create personalized financial solutions.
Build meaningful relationships and a career you’re proud of in wealth management.

Job description

No finance background needed; licensing support provided (Life & Health coursework), SIE exam prep with a $2,000 bonus, and award-winning mentorship to propel you into wealth management

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