Wealth Management Trainee — Mentorship & Licensing Path

Bankers Life; Albuquerque (NM); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Mentorship programs

License coursework covered

SIE exam support

$2,000 SIE completion bonus

Job summary

Bankers Life in Albuquerque, NM is launching a Financial Advisor Development Program designed to grow you into a trusted wealth manager. You’ll work one-on-one with clients to create personalized financial solutions and build lasting relationships.

No finance background is required at the start; the program covers Life & Health coursework, SIE exam prep with a $2,000 completion bonus, and award-winning mentorship to guide your career into wealth management and leadership roles.

Qualifications

• No finance background needed; sales, customer service, or people-facing experience is a plus.
• First step is to get licensed; Bankers Life covers Life & Health coursework.
• Support for the 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.
• Support the Wealth Management development track and licensing progression.
• Participate in ongoing mentorship and training programs to advance into leadership.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life in Albuquerque, NM is launching a Financial Advisor Development Program designed to grow you into a trusted wealth manager. You’ll work one-on-one with clients to create personalized financial solutions and build lasting relationships.

No finance background is required at the start; the program covers Life & Health coursework, SIE exam prep with a $2,000 completion bonus, and award-winning mentorship to guide your career into wealth management and leadership roles.