Wealth Management Trainee: Mentored to Financial Advisor

Bankers Life; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Top-tier training and mentorship

Comprehensive licensure support

Unlimited income potential

Job summary

A leading financial services company in Houston is seeking motivated individuals for a Wealth Management Trainee position. This role involves working closely with clients to develop personalized financial strategies while receiving top-tier training and mentorship. Candidates will not need prior finance experience, but must be willing to obtain relevant licenses. The position offers uncapped earnings potential through commissions and bonuses, along with robust support for career advancement.

Qualifications

• No finance background is required.
• Sales or customer service experience is a plus.
• Must be licensed as a Life & Health representative.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Participate in the Financial Advisor Development Program.
• Prepare for the Securities Industry Essentials (SIE®) Exam.

Skills

Sales experience

Customer service experience

People-facing experience

Job description

A leading financial services company in Houston is seeking motivated individuals for a Wealth Management Trainee position. This role involves working closely with clients to develop personalized financial strategies while receiving top-tier training and mentorship. Candidates will not need prior finance experience, but must be willing to obtain relevant licenses. The position offers uncapped earnings potential through commissions and bonuses, along with robust support for career advancement.