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

Wealth Management Trainee

Bankers Life

Job DescriptionJob 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 difference? Join our Financial Advisor Development Program today. 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. BL-1769-ADV-1025 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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Trainee in Sonoma, CA vacancy
  • $17.9 - $18.5 per hour

     ...Assistant Manager Trainee Part-time With nearly 400 stores across the western United States, Big 5 Sporting Goods is the neighborhood store that gets you ready to play. For over 70 years, everything we do comes down to having the most energetic, sports-minded individual... 
    Traineeship
    Hourly pay
    Part time
    Flexible hours

    Big 5 Sporting Goods

    Sonoma, CA
    3 days ago
  • Big 5 - 1305 Trancas Street - Responsibilities: Provide excellent customer service; Respond to customer inquiries; Merchandising and compliance of policies; Assist with opening and closing procedures; Train newly hired associates
    Traineeship
    Part time

    Big 5

    Napa, CA
    2 days ago
  •  ...Summary: The Grooming Salon Leaders primary purpose is to lead and manage grooming salon operations and grooming salon team members. The...  ...Recruit, hire, train, and supervise a team of entry-level trainees up to professional level grooming staff, provide coaching, feedback... 
    Traineeship
    Local area
    Night shift

    Petco Animal Supplies, Inc.

    Napa, CA
    2 days ago
  • $15 - $30 per hour

     ...The Grooming Salon Leader's primary purpose is to lead and manage grooming salon operations and grooming salon team members. The...  ...plans Recruit, hire, train, and supervise a team of entry-level trainees up to professional level grooming staff, provide coaching, feedback... 
    Traineeship
    Full time
    Afternoon shift

    Petco Health and Wellness

    Napa, CA
    22 hours ago
  • $33.25 - $41.75 per hour

     ...The role of the Operations Manager Trainee (OMT) is to gain an understanding of the skills and company knowledge to independently run a financially viable PDS supported dental office. The OMT is responsible for engaging in and owning their professional development through... 
    Traineeship
    Hourly pay
    Work experience placement
    Work at office
    Local area
    Flexible hours

    PDS Health

    Napa, CA
    3 days ago
  • $15 - $30 per hour

     ...Summary: The Grooming Salon Leaders primary purpose is to lead and manage grooming salon operations and grooming salon team members. The...  ...Recruit, hire, train, and supervise a team of entry-level trainees up to professional level grooming staff, provide coaching, feedback... 
    Traineeship
    Hourly pay
    Minimum wage
    Full time
    Local area
    Night shift
    Afternoon shift

    Petco

    Napa, CA
    1 day ago
  • Sonoma Post Acute is seeking an experienced Maintenance Director to plan, direct, and optimize the Maintenance Department across the facility. You will lead a team, enforce safety standards, and coordinate with Dietary, Nursing, and Activities to ensure a safe, well-maintained...

    Sonoma Post Acute in

    Sonoma, CA
    9 hours ago
  • $190k - $200k

     ...the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also include maintaining...  ...efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Napa, CA
    15 days ago
  • $85k

     ...COMPANY OVERVIEW Trilogy Spa Holdings is a professional spa management company dedicated to creating and operating the most innovative, service-centric, and performance-optimized branded spas in the hospitality industry. We currently operate spas in Arizona, California... 
    Work at office
    Local area
    Shift work
    Night shift

    The Spa at The Lodge - Sonoma

    Sonoma, CA
    3 days ago
  •  ...requirements. The position oversees Finishing personnel across all shifts, provides primary oversight of the Quality Control Technician, manages departmental workflow and resources, and partners with Operations, Customer Service, Shipping, Warehouse, Human Resources, vendors,... 
    Local area
    All shifts
    Flexible hours
    Shift work

    CCL Label

    Sonoma, CA
    2 days ago
  • $21.15 - $23.8 per hour

     ...economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern... 
    Hourly pay
    Live in
    Local area
    Work from home

    MidPen Housing

    Sonoma, CA
    17 days ago
  •  ...Ability to read and comprehend policy and procedure manuals. Ability to effectively present information and respond to questions from managers and employees. Mathematical Skills Ability to apply concepts such as fractions, percentages, ratios and proportions to practical... 
    Local area

    Sonoma Post Acute in

    Sonoma, CA
    1 day ago
  •  ...level in the work environment is usually low to moderate. Additional Information Note: Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described... 
    Work at office
    Local area
    Shift work

    Canyon Vista Post Acute in

    Sonoma, CA
    1 day ago
  • $91k

     ...A valid CDL-A and 3+ months of current experience are required This lane is not suitable for students, recent grads, or trainees This Dedicated Route Offers: Home weekly - 34-hour reset weekly Average $91,000 annually - top 10% earn up to $... 
    Traineeship
    Minimum wage
    Immediate start

    CR England

    Sonoma, CA
    2 days ago
  • $150k - $200k

     ...Commercial Drywall Project Manager/Estimator OpportunitySeeking Commercial Drywall Project Managers and EstimatorsGPAC: #1 Commercial Drywall Recruiting Firm in North America: Work for a Leading ContractorI am working with multiple well-respected, firmly established Commercial... 
    For contractors

    gpac

    Sonoma, CA
    2 days ago
  •  ...settings, supported by Kyo's proprietary care application and data systems. Support the development of Behavior Therapists and BCBA Trainees. WHY CHOOSE US? Flexibility: Hybrid delivery model combining telehealth and in-person services, with flexible... 
    Traineeship
    Full time
    Temporary work
    Part time
    Remote work
    Relocation package
    Monday to Friday
    Flexible hours

    Kyo, LLC

    Sonoma, CA
    22 hours ago
  •  ...Restaurant General Manager You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owners who set their own wage and benefit programs... 
    Shift work

    Taco Bell

    Sonoma, CA
    3 days ago
  • $30 - $36 per hour

     ...Empowering our communities with renewable energy Join our team, and do work that matters! What youll be doing Our Project Managers are the driving force behind our solar and energy storage projects, steering them from day one through completion. You'll be the... 
    Hourly pay
    For contractors
    Work at office
    Shift work

    Simply Solar

    Sonoma, CA
    2 days ago
  • Fairmont Sonoma Mission Inn & Spa in California seeks a dynamic Director of Wellness to lead the Spa, Retail, Fitness and Club 1927 memberships, delivering exceptional guest experiences. You will shape strategic wellness programs, drive revenue, coach a high‑performing...

    Fairmont Hotels & Resorts

    Sonoma, CA
    2 days ago
  •  ...leading select projects with broad impact. You will mentor staff and coordinate with other departments under the direction of the Managing Director, EA Operations and Administration. The ideal candidate has a high school diploma with 2–3 years of administrative experience... 

    Sonoma State University

    Sonoma, CA
    9 hours ago
  •  ...and ensure customer service standards are met.  Coordinate the customer service team and solve problems in the absence of Dispensary Manager.  Coordinate communication and information among staff. Protect dispensary assets. Maintain the appearance of the dispensary.... 
    Work at office
    Night shift

    SPARC

    Sonoma, CA
    23 days ago
  • $100.3k - $153.6k

     ...945 and will guide us in creating the next generation of products and experiences Worth Reaching For. Position Summary The Manager, Quality Control provides leadership for production quality, continuous improvement, quality investigations, and supplier support across... 
    Minimum wage
    Full time
    Contract work
    Work at office
    Remote work
    Shift work

    Constellation Brands

    Napa, CA
    4 days ago
  • $350k

    Job Description Job Description PACE Medical Director Opportunity | Rohnert Park, California Join a growing, mission-driven nonprofit PACE organization dedicated to helping older adults remain safely and independently in their homes. This Medical Director opportunity...
    Permanent employment
    Temporary work

    Curative

    Sonoma, CA
    16 days ago
  • $34.62 - $38.94 per hour

     ...economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern... 
    Hourly pay
    For contractors
    Live in
    Work at office
    Local area
    Work from home
    Weekend work
    Afternoon shift

    MidPen Housing

    Sonoma, CA
    8 days ago
  •  ...level support to an assigned supervisor. Distinguishing Characteristics This is the journey level in the single level professional Management Analyst class. Incumbents initially perform the more routine duties assigned to positions in this series and work under close... 
    Work at office
    Local area

    Sonomacity

    Sonoma, CA
    3 days ago
  •  ...Job Description Job Description About the Role: The Project Manager for Architecture and Engineering Commercial & Retail is responsible for overseeing the successful planning, execution, and delivery of complex commercial and retail construction projects across... 
    For contractors

    PM Design Inc.

    Napa, CA
    a month ago
  •  ...Marketing provides strategic leadership for Hanna Center’s marketing, communications, development alignment, grant strategy and management, and community engagement efforts. This role is responsible for expanding Hanna’s visibility, strengthening institutional positioning... 
    Summer work
    Weekend work
    Afternoon shift

    Hanna Boys Center

    Sonoma, CA
    21 days ago
  • $84k

     ...\n \n Valid CDL-A and 3+ months of current experience required \n This lane is  not suitable for students, recent grads, or trainees \n \n This Dedicated Route Offers: \n \n Home daily \n Drivers average $84,000 annually - top 10% earn up to $94,000 per... 
    Traineeship
    Daily paid
    Minimum wage
    Local area
    Immediate start
    Night shift
    Weekend work

    C.R. England

    Napa, CA
    6 days ago
  •  ...procedures. - De-escalate crisis situations and employ crisis intervention skills when needed. - Act as a resource for behavior management concerns among residents. - Work effectively with all age groups and residential programs. - Serve as a liaison to CPS, the... 
    Local area
    Night shift

    Hanna Center

    Sonoma, CA
    1 day ago
  • $33 - $53 per hour

     ...chainsaws, chippers, and aerial lifts) Bringing a cooperative and enthusiastic attitude to the job site Supervising and managing crews while performing tree care services, as directed by the Arborist Representative and Local Manager Ensuring that each crew... 
    Hourly pay
    Full time
    Work at office
    Local area

    Bartlett Tree Experts

    Sonoma, CA
    3 days ago

Do you want to receive more vacancies?

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