Wealth Management Trainee: Path to Financial Advisor

Bankers Life company; Cincinnati (OH); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Uncapped commissions

Bonuses

Mentorship program

SIE exam bonus

Job summary

Bankers Life is offering a Wealth Management Trainee role within our Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions and build lasting relationships.

The program provides licensing coursework, SIE exam preparation, and award-winning mentorship to grow into wealth management and sales leadership. With a track record backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, Bankers Life emphasizes

Qualifications

• No finance background required; sales, customer service, or people-facing experience is a plus.

Responsibilities

• Work one-on-one with clients to create personalized financial solutions.
• Build meaningful relationships and a career you’re proud of.
• Support clients through licensing coursework and SIE exam preparation.

Skills

Sales

Customer service

People-facing experience

Job description

Bankers Life is offering a Wealth Management Trainee role within our Financial Advisor Development Program. You will work one-on-one with clients to craft personalized financial solutions and build lasting relationships.

The program provides licensing coursework, SIE exam preparation, and award-winning mentorship to grow into wealth management and sales leadership. With a track record backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, Bankers Life emphasizes