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

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 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 difference? Join our Financial Advisor Development Program today.

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

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 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 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. xhyhwjd

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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Trainee in Peoria, AZ vacancy
  •  ...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... 
    Traineeship
    Full time

    Bankers Life

    Peoria, AZ
    5 hours ago
  •  ...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... 
    Traineeship
    Full time

    Bankers Life

    Peoria, AZ
    2 days ago
  •  ...Enterprise Mobility is hiring for its Management Training Program in Arizona. You’ll start learning our business from day one while based...  ...to sales, customer service, and operations. As a Management Trainee, you’ll develop leadership skills, master store and fleet operations... 
    Traineeship

    Enterprise

    El Mirage, AZ
    1 day ago
  • $75k - $105k

     ...training new team members, and daily reporting using Salesforce-based CRM. Desired qualifications include organizational skills, time management, leadership abilities, sales/customer service experience, and knowledge of CRMs like Salesforce. Responsibilities Service... 
    Traineeship
    Weekday work

    Globe Life Liberty National Division: Carder Agency

    El Mirage, AZ
    3 days ago
  • $53k - $55k

     ...Management Training ProgramStart your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training...  ...Must be at least 18 years old.Must not have interviewed with Enterprise for the Management Trainee position in the last 12 months.... 
    Traineeship
    Immediate start

    Enterprise Mobility Inc

    Peoria, AZ
    3 days ago
  •  ...together.This role will oversee a unique team spanning Schwab Wealth Advisory (SWA) Fixed Income Consulting, SWA Options Consulting,...  ...support some of Schwab's most sophisticated advisory and wealth management clients with complex products. The leader will partner closely... 
    Full time
    Work experience placement
    Work at office

    The Charles Schwab Corporation

    Phoenix, AZ
    6 days ago
  •  ...Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates...  ...integral to the delivery and success of Schwab’s modern wealth management experience and plays a critical role in expanding our support of... 
    Full time
    Flexible hours

    The Charles Schwab Corporation

    Phoenix, AZ
    5 days ago
  • $53k - $55k

     ...Management Training ProgramStart your career with Enterprise Mobility! We’re hiring immediately for our respected Management Training...  ...Must be at least 18 years old.Must not have interviewed with Enterprise for the Management Trainee position in the last 12 months.... 
    Traineeship
    Immediate start

    Enterprise Mobility Inc

    Sun City, AZ
    3 days ago
  • $75k - $105k

     ...Join a 125+ year-old company that's growing fast and invests in its people. As a Manager in Training, you'll be mentored directly by our executive leadership team and developed for a future leadership role — no glass ceiling. Compensation & Perks Average 1st year earnings... 
    Traineeship
    Work at office

    Globe Life Carder

    Peoria, AZ
    5 days ago
  •  ...- NO C2C or 3rd Party Inquires please. Aureon Consulting has an immediate need for an experienced Project Manager to lead and support a large-scale wealth management platform transformation. This role will focus on the migration from Folio Dynamix/Envestnet to Charles... 
    Full time
    Work at office
    Immediate start

    Aureon Consulting

    Phoenix, AZ
    1 day ago
  • Aureon Consulting seeks a seasoned Project Manager to lead a major advisory platform transformation for a wealth management client in the Phoenix area. You will coordinate cross-functional stakeholders across advisory, investment operations, compliance and technology, and... 

    Aureon Consulting

    Phoenix, AZ
    2 days ago
  • $53k - $55k

     ...Enterprise Mobility! We're hiring immediately for our respected Management Training Program. Whether you see yourself in sales,...  ...Must not have interviewed with Enterprise for the Management Trainee position in the last 12 months. Enterprise Mobility/Enterprise... 
    Traineeship
    Immediate start

    Enterprise Mobility Inc

    El Mirage, AZ
    4 days ago
  •  ...Family Dynamics team is a fast-growing business unit within the Wealth and Advice Solutions organization. This group facilitates...  ...integral to the delivery and success of Schwab’s modern wealth management experience and plays a critical role in expanding our support of... 
    Flexible hours

    Charles Schwab

    Phoenix, AZ
    1 day ago
  •  ...Management Trainee Beloform Craft is seeking a motivated and driven Management Trainee to join our team in Phoenix. This role is designed for individuals looking to develop strong leadership and business management skills through hands-on training and real-world experience... 
    Traineeship
    Full time

    BeloForm Craft

    Phoenix, AZ
    4 days ago
  • $60k - $70k

     ...Overview We're the Industry Leader Because of Leaders Like You. When you're an Orkin Service Manager, you're quality control, ensuring top-notch service from the industry leader with more than 125 years as the best in pests. Our Service Manager is a "pro"... 
    Traineeship

    Orkin

    Peoria, AZ
    1 day ago
  • Overview WHO are we looking for?CAPTRUST is seeking a Senior Wealth Client Management Associate who uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) and/or Advisors in providing... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Captrust

    Phoenix, AZ
    3 days ago
  •  ...highest level of patient care and satisfaction, including resolving patient complaints. Assist the Office Manager and Assistant Office Manager in evaluating the trainee for effectiveness of training and individual employee growth. This position will also learn the roles... 
    Traineeship
    Temporary work
    Work at office
    Relocation
    Night shift

    Dental-Depot

    Peoria, AZ
    2 days ago
  • Embrace the role of a Store Manager Trainee in Phoenix! Take on the role of a full-time store manager position, ensuring compliance with alcohol and tobacco regulations. Gain hands-on experience, develop leadership skills, and prepare for a rewarding
    Traineeship
    Full time

    Family Dollar

    Phoenix, AZ
    4 days ago
  •  ...C or 3rd Party Inquires please. \n \n Aureon Consulting has an immediate need for an experienced Project Manager to lead and support a large-scale wealth management platform transformation. This role will focus on the migration from Folio Dynamix/Envestnet to Charles... 
    Work at office
    Immediate start

    Aureon Consulting

    Phoenix, AZ
    12 days ago
  • $45k - $50k

     ...Management TraineeNow hiring Management Trainee – Direct Hire Location: Phoenix, AZ Salary: $45,000 – 50,000 per year Schedule: Monday – Friday | 8:00 AM – 5:00 PM Join Staffmark and discover a Management Trainee position where your work matters and your contributions... 
    Traineeship
    Local area
    Monday to Friday

    Staffmark

    Phoenix, AZ
    2 days ago
  •  ...actively seeking driven, growth-minded individuals to join our Management Training Program within the Commercial Solar Division at...  ...performing team and drive business growth. During the program, trainees rotate through key areas of the organization, including: Warehouse... 
    Traineeship
    Full time
    For contractors
    Work at office
    Local area
    Relocation
    Flexible hours

    GreenTech Renewables

    Phoenix, AZ
    2 days ago
  • SIXT USA is launching the 1ST GEAR! Management Trainee Program—a 12-month leadership track designed to fast‑track you into a genuine leadership role within a top mobility company. You’ll gain hands‑on experience, take on responsibilities early, and aim for a leadership... 
    Traineeship
    Hourly pay

    SIXT USA

    Phoenix, AZ
    4 days ago
  • $7,000 per month

     ...professionals start their career on a path toward growth. As the nation's leader in semi-trailer in renting and leasing, our Management Trainee position will teach you the ins-and-outs of managing a rental facility within the national supply chain, all while growing your... 
    Traineeship
    Relocation

    XTRA Lease

    Phoenix, AZ
    2 days ago
  •  ...Sr. Credit Underwriter - Custom Mortgage - Global Wealth & Investment Management Charlotte, North Carolina;Phoenix, Arizona; Tampa, Florida; Houston, Texas; Saint Louis, Missouri To proceed with your application, you must be at least 18 years of age. Acknowledge... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Phoenix, AZ
    2 days ago
  •  ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Arizona.PNC is an in-office company that fosters a supportive culture where employees can... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Phoenix, AZ
    5 days ago
  • $53k - $55k

    Enterprise Mobility is hiring for an immediate Management Training Program in Deer Valley, Arizona. The role offers a clear career path from customer service to branch leadership with mentoring and internal promotion opportunities. Starting compensation targets $53,000... 
    Traineeship
    Immediate start

    Enterprise

    Phoenix, AZ
    1 day ago
  •  ...systems and use AI tools and agents daily at a proficient level to support workflows, data management and drafting. Deliver comprehensive, fee-based financial planning and ongoing wealth management, including retirement, tax-aware strategies, estate coordination,... 
    Remote work

    Muriel Consulting

    Phoenix, AZ
    4 days ago
  • $150k - $200k

     ...financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of...  ...We are seeking an experienced sales consultant to drive wealth management product growth across the Pacific West. In this role... 
    Full time
    Part time
    H1b
    Work at office
    Remote work
    Visa sponsorship

    Ameriprise Financial Services, LLC

    Phoenix, AZ
    5 days ago
  • $60k - $65k

     ...Management Trainee Sonar Spark is a forward-thinking communications and branding firm dedicated to helping organizations shape meaningful narratives and build lasting connections with their audiences. We combine strategic insight, creative excellence, and a commitment... 
    Traineeship
    Full time

    Sonar Spark

    Phoenix, AZ
    4 days ago
  • Cintas Corporation is launching a Management Trainee program in Phoenix, AZ. You will rotate through Outside Sales, Production/Warehouse, Office and Service Management to build leadership skills and readiness for advancement. The role emphasizes customer relationships,... 
    Traineeship
    Work at office

    Cintas Corporation

    Phoenix, AZ
    3 days ago

Do you want to receive more vacancies?

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