Wealth Management Trainee: Mentorship & Unlimited Income

Bankers Life; Tulsa (OK); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Mentorship programs

SIE exam support

Licensing coursework covered

Bonuses and incentives

Award trips and recognition

Job summary

Bankers Life in Tulsa, OK is seeking driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you will work one-on-one with clients to craft personalized financial solutions and build meaningful relationships.

No finance background is required—sales, customer service, or people-facing experience is a plus. Bankers Life covers Life & Health coursework and supports you through licensing, SIE exam prep, and mentorship to advance into wealth management and

Qualifications

• No finance background required; sales, customer service, or people-facing experience is a big plus.
• Ability to obtain licenses and pass required exams.
• Residency in Oklahoma for the position and access to a vehicle.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful client relationships and a foundation for wealth management.
• Prepare for and obtain required licenses; support for SIE exam and licensing milestones.
• Advance into wealth management and sales leadership roles through mentorship and training.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life in Tulsa, OK is seeking driven individuals for the Financial Advisor Development Program. As a wealth management trainee, you will work one-on-one with clients to craft personalized financial solutions and build meaningful relationships.

No finance background is required—sales, customer service, or people-facing experience is a plus. Bankers Life covers Life & Health coursework and supports you through licensing, SIE exam prep, and mentorship to advance into wealth management and