Wealth Management Trainee: Training, Mentorship & Growth

Bankers Life; Billings (MT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Award-winning mentorship

Continuous support with tech tools

Unlimited income streams including commissions and bonuses

Job summary

A financial services company is seeking a Wealth Management Trainee to work with clients in creating personalized financial solutions. This role comes with extensive training and mentorship, allowing individuals from various backgrounds to enter the financial field. The successful candidate will engage with clients, obtain necessary licenses, and participate in a collaborative environment. Join a supportive organization that prioritizes your professional growth and success with unlimited income potential.

Qualifications

• No finance background required; training provided for necessary licenses.
• Ability to build relationships with clients is essential.
• Commitment to complete coursework and prepare for exams.

Responsibilities

• Work directly with clients to create financial solutions.
• Obtain necessary licenses and certifications.
• Engage in ongoing training and mentorship programs.

Skills

Sales experience

Customer service skills

People-facing experience

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real

impact? At Bankers Life, we’re looking for driven individuals who want more than just a job.

As a wealth management trainee on our team, you'll work one-on-one with clients to create

personalized financial solutions, while building meaningful relationships and a career

you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek,

and Training magazine, we’re a company that invests in your success. Ready to make a

We support you every step of the way:

No finance background? No problem—no experience needed - sales, customer

service, or people-facing experience is a big plus!

First step, get licensed. Bankers Life covers your Life & Health coursework to start

Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which

includes 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.

Starting out? Additional incentives that help you get started on top of earned

commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority

(FINRA) that is a required first step for individuals seeking to become Financial

Advisors. Additional licensing exams are required to become a Financial Advisor.

Why Join Us?

Top-tier training with mentors and resources to help you succeed at every level.

Your career, your pace by moving into a leadership role in as little as 12 months.

Continuous support with tech tools, marketing leads, and team collaboration.

Unlimited income streams include uncapped commissions, renewals, bonuses and

more.

Live life with exciting awards trips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of

middle-income America by providing life and health insurance, annuities, financial

services, and workforce benefits solutions through its family of brands, including Colonial

Penn, Washington National, and Optavise.

Apply and learn more.

Note: Applicants must reside in the state of the position and have access to a vehicle to be

considered. By applying, you agree to be contacted via phone, email and/or SMS.

Bankers Life offers the Financial Representative position through Bankers Life Securities,

Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor

Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life

Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA).

Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC

Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).

Investments are: Not Guaranteed—Involve Risk—May Lose Value.