Wealth Management Trainee
Bankers Life
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 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. 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 difference? Apply today.
We support you every step of the way:
- No finance background? No problem—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.
- Award winning mentorship and training programs that support your move 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.
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.
Please visit our career site to learn more and apply:
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.
$35.15k - $70k
...in Los Angeles seeks a Financial Advisor Trainee for its Advisor Mastery Program (AMP). This role offers training in investment management, client development, and sales activities... ...with a benefits package including medical and retirement plans. #J-18808-Ljbffr BBF WealthTraineeship$68k - $120k
...Operating Officer (COO) to lead and coordinate a Financial Advisor/Private Wealth Advisor Team. This senior role involves overseeing team operations, enhancing business execution, and managing client service strategies. The ideal candidate will have a bachelor’s degree...Suggested$71k - $75k
...commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview East West Bank is seek a Wealth Management Risk Analyst. The primary role of the Risk Analyst is to support daily Risk management function of Wealth Management Business....Suggested$68k - $120k
...serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role oversees... ...The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new...SuggestedTemporary workWork experience placementLocal area- ...decentralized culture can provide you with a wealth of opportunities to learn about our... ...obtain new and retain top clients. You will manage and provide the highest-quality valuation... ...appraisal assignments Supervision of trainee appraisers Execute valuation and appraisal...TraineeshipFull timeTemporary workWork experience placementWork at officeLocal areaVisa sponsorshipWork visa
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform...
- ...Associate, Wealth Management IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture...Internship
- ...Job Description Job Description Turner's Outdoorsman is seeking a Manager In Training (MIT) to join the team. The Turner’s Outdoorsman Manager In Training assists the Store Manager as the business and cultural leader of the store team, responsible for achieving sales...TraineeshipShift work
$68k - $120k
...serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role oversees... ...The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new...Temporary workWork experience placementLocal area$121.9k - $262.1k
...challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private...Work experience placementPrivate practiceWork at office$63k - $67k
Alphabe Insight Inc is seeking a motivated Leadership Development Trainee in Culver City, California. This role is ideal for ambitious... ...gaining hands-on experience in business operations and client management. As a trainee, you will work closely with senior leaders,...Traineeship- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles, CA. Job Description The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning...Work at office
- Manager - Wealth Management Description We are seeking a talented manager to support Directors on Family Office client service teams. The role involves leading client relationships, managing day-to-day client engagement activities, and supporting the development of comprehensive...Work at office
$80k - $100k
A leading pest-management service provider based in Los Angeles is seeking a motivated Branch Manager. In this role, you'll lead a team, drive revenue generation, and ensure exceptional customer service while having the opportunity for career growth. The position offers...Traineeship$23 per hour
...Little Caesars Store Manager Come join our family and become a Pizza Genius! 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: Weekly...TraineeshipHourly payWeekly payCasual workFlexible hoursShift work$85k - $145k
...COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Compliance Specialist establishes and implements an effective compliance program to ensure regulatory compliance for Wealth Management products. Responsible for monitoring, discovering, interpreting...Remote work- Medix™ is seeking a motivated Sales Trainee to begin a career in recruitment and sales in El Segundo, California. You will learn the fundamentals of the recruiting process while gaining hands-on experience and support from seasoned professionals. Your responsibilities will...Traineeship
- ...Job Description Job Description General Summary: Kinecta Financial & Insurance Services, LLC (KFIS), the wealth management CUSO of Kinecta Federal Credit Union, is seeking an experienced and strategic Vice President, Kinecta Wealth Management (KWM) to lead day‑to...Contract workWork experience placementWork at officeFlexible hours
- A leading pest management company is seeking a Branch Manager in Los Angeles to lead a high-performance team. This role focuses on growing the business and maximizing customer satisfaction while providing an exceptional workplace. Ideal candidates will have sales experience...TraineeshipRelocation
- ...about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking...TraineeshipWork experience placementWork at officeLocal areaFlexible hours
$106.2k - $157.2k
...a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission; it's what we do every day for clients and associates. Learn...Full timeFlexible hours- The Juris Agency in Gardena, California is seeking driven individuals ready to build a serious career in business and leadership. This role offers direct access to leadership and real-world business experience, focusing on performance and growth. Responsibilities include...TraineeshipMonday to Friday
- ...Overview Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group...
$150k
WizeHire, Inc in Beverly Hills seeks a Real Estate Sales Agent Trainee to begin a promising career. This role provides comprehensive training and support, focusing on relationship-building and sales techniques. Candidates should have a passion for real estate, effective...Traineeship- A leading wealth advisory firm in Los Angeles is looking for a Regional Director. This individual will coordinate sales across referral channels, develop relationships with financial advisors, and manage a sales pipeline. The ideal candidate will have over 10 years of sales...
$100 per hour
...NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion... ...Summary NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book...Work at officeLocal area$99k - $150.8k
...strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the...Shift workDay shift$27.75 - $38.75 per hour
PDS Health is seeking an Operations Manager Trainee in Downey, California. The successful candidate will gain essential skills to run a PDS supported dental office. This role requires effectively learning through the OM Development Program to independently manage operations...TraineeshipHourly payWork at office- ..., Valuation to prepare commercial real estate appraisals. This role involves developing valuation analyses and reports, mentoring trainees, and maintaining client relationships. The ideal candidate will have 3+ years of commercial appraisal experience, a Bachelor’s Degree...Traineeship
$32.88 - $35.25 per hour
City National Bank in Los Angeles seeks candidates for a 1-year trainee program designed to prepare individuals for supervisory roles in operations. Successful candidates will develop extensive knowledge of the financial services industry while participating in various...TraineeshipRemote jobHourly payLocal area
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