Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Trainee

Bankers Life

About the Role At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one‑on‑one with clients to create personalized insurance and financial solutions while building meaningful relationships and a career you’re proud of. Requirements and Support No finance background? Sales, service, or people‑facing experience is a big plus. First step: get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. We provide award‑winning mentorship and training programs that support your transition into sales leadership and wealth management. Income support to get you started on top of your commissions and bonuses. *This is an entry‑level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. 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 with uncapped commissions, renewals, and bonuses. Live life with exciting awards trips, lasting friendships and true work‑life integration. Legal Notice Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Trainee in Pleasanton, CA vacancy
  • Big 5 - 6750 Amador Plaza Road - Responsibilities: Provide excellent customer service and assist customers throughout the store; Answer phone calls and respond to customer inquiries; Merchandising and compliance of all company policies; Training newly hired associates;...
    Traineeship
    Part time

    Big 5

    Dublin, CA
    5 days ago
  •  ...interns, psychology postdoctoral residents, and other mental health trainees/fellows as necessary. May supervise Post Masters Fellows,...  ...and communication skills. Must be able to work in a Labor/Management Partnership. Preferred Qualifications: Previous... 
    Traineeship

    Kaiser Permanente

    Pleasanton, CA
    2 hours ago
  • $60k - $100k

    Big Sandy Superstore is seeking a driven and ambitious Regional Manager in Training. This full-time role in California offers comprehensive training designed to cultivate future leaders in the home furnishings sector. Successful candidates will gain experience in sales,... 
    Traineeship
    Full time

    Big Sandy Superstore

    Dublin, CA
    2 days ago
  • 7-Eleven is seeking a Retail Assistant Manager in Livermore, California. This role is ideal for candidates with supervisory experience...  ...wanting to lead a management team. As an Assistant Store Leader Trainee, you will ensure exceptional customer service, train and guide... 
    Traineeship

    7-Eleven

    Livermore, CA
    3 days ago
  •  ...to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth... 
    Suggested

    JPMorgan Chase & Co.

    Dublin, CA
    4 days ago
  •  ...team and help shape the future of convenience. Retail Assistant Manager If you enjoy working as part of a management team and have...  ...opportunity to talk with you about our Assistant Store Leader Trainee role! We’re hiring immediately and are focused and dedicated to... 
    Traineeship
    Full time
    Immediate start

    7-Eleven

    Livermore, CA
    4 days ago
  • $17.2 - $17.8 per hour

     ...Assistant Manager Trainee- Part Time Job Category: Store Requisition Number: ASSIS001556 Posted: May 27, 2026 Part-Time Dublin, CA 239 6750 Amador Plaza Road Dublin, CA 94568, USA Description With nearly 400 stores across the western United States, Big 5 Sporting... 
    Traineeship
    Hourly pay
    Part time
    Flexible hours

    Big 5 Sporting Goods

    Dublin, CA
    2 days ago
  •  ...to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth... 

    JPMorganChase

    Dublin, CA
    2 days ago
  • Dormont Manufacturing Co is seeking a Manager Trainee to start in January 2026 in Dublin, Ohio. This position involves training in supply chain management, ensuring compliance, and managing freight movements while focusing on building relationships with carriers and drivers... 
    Traineeship
    Shift work

    Dormont Manufacturing Co

    Dublin, CA
    5 days ago
  • $90k - $100k

     ...passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial planning, investment management solutions, and risk... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    San Ramon, CA
    1 day ago
  • $51.72k - $63k

    Job Title: Manager Trainee - January 2026 Department: Supply Chain Country: United States of America State/Province: Ohio City: Dublin Full/Part Time: Full time Job Summary: Under general supervision, this position is responsible for learning the management of small driver... 
    Traineeship
    Full time
    Temporary work
    Part time
    Work experience placement
    Visa sponsorship
    Shift work
    Night shift

    Dormont Manufacturing Co

    Dublin, CA
    1 day ago
  • JPMorgan Chase & Co. is looking for a Private Client Investment Associate to provide exceptional service in Wealth Management. This role involves supporting Private Client Advisors, facilitating operational requests, and building strong client relationships. The ideal candidate... 

    JPMorgan Chase & Co.

    Danville, CA
    1 day ago
  • $23 per hour

     ...Come join our family and become a Pizza GENIUS! Title: Little Caesars Co-Manager Join the Little Caesars® Pizza! Pizza!® Family Do you like pizza? Do you like having fun? If so, we would love for you to join our family! Why We Are ExtraMostBestest... 
    Traineeship
    Hourly pay
    Weekly pay
    Casual work
    Flexible hours
    Shift work

    Little Caesars

    Hayward, CA
    5 days ago
  • Big 5 - 22400 Foothill Boulevard - Responsibilities: Provide excellent customer service and assist customers throughout the store; Training newly hired associates; Directing sales and cashier associates throughout the store; Inventory control and enforcement of loss prevention...
    Traineeship
    Part time

    Big 5

    Hayward, CA
    5 days ago
  • Big 5 - 3820 Mowry Avenue - Responsibilities: Provide excellent customer service and assist customers throughout the store; Answer phone calls and respond to customer inquiries; Recommend products and suggest add-on sales; Merchandising and compliance of all company policies...
    Traineeship
    Part time

    Big 5

    Fremont, CA
    2 days ago
  •  ...reports, keeping up to date on real estate market, and mentoring trainees. Decisions are made with thorough understanding of procedures,...  ...data Produce high quality reports accurately and on time Manage billing and collection of Appraisal Fees due for appraisals conducted... 
    Traineeship
    Work at office
    Local area

    Kidder Mathews

    Pleasanton, CA
    4 days ago
  • $20 - $30 per hour

    Lead the Way as a Store Manager at Rebel Convenience Stores! At Rebel Convenience Stores, we don’t just keep things running — we keep them thriving. As a Store Manager Trainee, you’ll gain the skills, knowledge, and hands-on experience needed to step into a leadership... 
    Traineeship
    Hourly pay
    Full time
    For contractors
    Local area
    Flexible hours

    Rebel Convenience Stores

    Pleasanton, CA
    17 hours ago
  • $20 - $23 per hour

     ...The Sales Management Trainee program is designed to equip you with the skills and experience needed to become a successful sales leader. Key Responsibilities: Learn the Sales Process: Receive comprehensive training in all aspects of the sales cycle, from identifying leads... 
    Traineeship
    Hourly pay
    Work at office

    Ivory Enterprises Inc

    Fremont, CA
    2 days ago
  • $75k

    Hyve Solutions is seeking an Operations Technical Trainee Manager to lead a team of operators in Fremont, California. This role focuses on achieving daily business goals, ensuring compliance with ISO standards, and driving continuous improvement plans to enhance operational... 
    Traineeship

    Hyve Solutions

    Fremont, CA
    4 days ago
  • SYNNEX Corporation is seeking an Operations Technical Trainee Manager in Fremont, California, responsible for leading a team of operators to produce quality products while driving continuous improvements and resolving technical issues quickly in a fast-paced environment... 
    Traineeship

    SYNNEX Corporation

    Fremont, CA
    4 days ago
  • 10458 Cushing Pkwy McDonald's in Fremont, California is seeking a Shift Manager who will lead crew schedules and provide outstanding guest experiences. The ideal candidate will have strong guest service skills, effective communication, and the ability to thrive in a fast... 
    Traineeship
    Full time
    Flexible hours
    Shift work

    10458 Cushing Pkwy McDonald's

    Fremont, CA
    1 day ago
  • $20 - $23 per hour

    Ivory Enterprises is seeking a Sales Management Trainee to learn and assist in the sales process, build customer relationships, and take on leadership responsibilities. You will receive comprehensive training to enhance your sales skills and help achieve team targets while... 
    Traineeship
    Hourly pay

    Ivory Enterprises

    Fremont, CA
    5 days ago
  •  ...because you’ll: Lead the experience: Handle and oversee crew schedules Inspire and Empower: Provide encouraging leadership for crew and managers to provide an outstanding guest experience Understand that teamwork is key: Supervise and lead food safety and cleanliness... 
    Traineeship
    Full time
    Part time
    Local area
    Flexible hours
    Shift work
    Night shift
    Weekend work

    37235 Mathilda McDonald's

    Fremont, CA
    4 days ago
  • $75k

    Hyve Solutions in Fremont, CA is seeking an Operations Technical Trainee Manager to lead a team of operators in producing quality products and driving continuous improvement. Responsibilities include managing daily operations, training staff, and ensuring compliance with... 
    Traineeship

    Hyve Solutions

    Fremont, CA
    4 days ago
  •  ...Associate in Dublin, California, to provide exceptional client service and operational support to Private Client Advisors within Wealth Management. The role includes managing account operations, building client relationships, and Ensuring compliance with regulations while... 

    JPMorgan Chase & Co.

    Dublin, CA
    3 days ago
  • $100k

    Overview: E.A. Buck is a fast-growing wealth management company that’s headquartered in Denver and has a national footprint. We’re seeking a Position: Regional Vice President Firm: EA Buck Location: Pleasanton, CA Overview: E.A. Buck is a fast-growing wealth management... 
    Flexible hours

    Advisor Talent Solutions

    Pleasanton, CA
    3 days ago
  • $100k - $120k

     ...salary between $100,000 and $120,000 per year. This role involves proactive tax planning and advisory services, collaborating with wealth advisors. Ideal candidates will have a Bachelor's degree in Accounting, an active CPA license, and a background in public accounting... 

    Australia-Employment

    Pleasanton, CA
    4 days ago
  •  ...General Manager 100% Fiscally responsible for the overall performance of Operations in the Restaurant assigned. The General Manager...  ...of performance development tools Ensures proper training of Trainees and monitors effectiveness of training programs Must identify... 
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Night shift

    Curry UP Now

    San Ramon, CA
    5 days ago
  •  ...Sr. Manager, Compensation About the organization A well-established, community-focused financial institution headquartered in the...  ...including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based... 
    Temporary work
    Local area

    LTD Global, LLC

    Livermore, CA
    5 days ago
  • $18.6 - $19.6 per hour

     ...Assistant Manager Trainee - Full-time With over 400 stores located throughout the western United States, Big 5 Sporting Goods is the neighborhood store that gets you ready to play. For over 60 years, everything we do comes down to having the most talented individuals on... 
    Traineeship
    Hourly pay
    Full time

    Big 5 Sporting Goods

    Hayward, CA
    18 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Trainee. Be the first to apply!