Wealth Management Trainee: Mentorship & Fast-Track Growth

Bankers Life; Portland (OR); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

SIE Exam support

Mentorship program

Licensing coursework covered

Job summary

Bankers Life in the United States invites driven individuals to join our Wealth Management Trainee program. You’ll work one-on-one with clients to craft personalized financial solutions, while building relationships and a career you’re proud of.

Supported by the CNO Financial Group and recognized by Forbes and Training Magazine, our program provides mentorship, licensing coursework, SIE exam prep, and a path into wealth management with uncapped earning potential.

Qualifications

• No finance background? no experience needed—sales, customer service, or people-facing experience is a big plus.
• 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*, with 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.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Join our Wealth Management Development Program and progress through licensing and training.

Job description

Bankers Life in the United States invites driven individuals to join our Wealth Management Trainee program. You’ll work one-on-one with clients to craft personalized financial solutions, while building relationships and a career you’re proud of.

Supported by the CNO Financial Group and recognized by Forbes and Training Magazine, our program provides mentorship, licensing coursework, SIE exam prep, and a path into wealth management with uncapped earning potential.