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. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. 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. About the Role 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. Ready to make a difference? Join our Financial Advisor Development Program today. Responsibilities 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 Qualifications Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. Required Skills 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. Preferred Skills Apply and learn more. Pay range and compensation package 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. Equal Opportunity Statement 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. #J-18808-Ljbffr Bankers Life

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Trainee in Atlanta, GA vacancy
  •  ...benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. About the Role 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

    Bankers Life

    Atlanta, GA
    3 days ago
  • $75k

     ...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 with up to $75k additional income per quarter. *This... 
    Traineeship
    Full time
    Part time

    Bankers Life

    Atlanta, GA
    3 days ago
  • $75k

    Bankers Life in Atlanta, Georgia is seeking driven individuals for an entry-level role as Insurance Sales Representatives. This opportunity offers personalized training and mentorship to guide new hires through the licensing and exam preparation process. With a focus on...
    Traineeship

    Bankers Life

    Atlanta, GA
    3 days ago
  •  ...SUMMARY: The primary focus of the Market Manager role is to drive revenue, increase profit...  ...competitor offerings into Morgan Stanley Wealth Management products, and understand and explain...  .... Proactive involvement in lateral and trainee recruiting and development. Responsible... 
    Traineeship
    Work at office
    Local area

    Dormont Manufacturing Company

    Atlanta, GA
    3 days ago
  •  ...Senior Vice President, Relationship Management (Wealth) About the Company Leading provider of business management solutions for independent financial advisors Industry Financial Services Type Privately Held About the Role The Company... 
    Suggested

    Confidential

    College Park, GA
    3 days ago
  • Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice... 
    Apprenticeship

    Goldman Sachs

    Atlanta, GA
    3 days ago
  • $132.37k

     ...quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. At Regions, the Private Wealth Management Banking Products Partner manages strategic banking processes, initiatives and new product development. This role is... 

    Regions Financial Corporation

    Atlanta, GA
    3 days ago
  • $135.15k

    Job Description At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory approaches and sound personal financial... 
    Full time
    Flexible hours

    Role, Inc.

    Atlanta, GA
    18 hours ago
  •  ...applicant should not create multiple email addresses to apply to additional opportunities About the Division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions... 
    Apprenticeship
    Summer work
    Summer internship

    The Goldman Sachs Group, Inc.

    Atlanta, GA
    2 days ago
  • An emerging marketing firm in Atlanta is seeking ambitious individuals for their Management Trainee program. This hands-on role offers comprehensive leadership training, focusing on client management and operations. Ideal candidates are motivated, willing to learn, and... 
    Traineeship

    Dime Llc

    Atlanta, GA
    2 days ago
  • Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams... 

    Goldman Sachs

    Atlanta, GA
    18 hours ago
  • Apply Now for Management Trainee The Management Trainee program is designed to fast‑track ambitious individuals into leadership roles. In this hands‑on, immersive position, you’ll receive comprehensive training in leadership development, marketing strategy, client management... 
    Traineeship

    Dime Llc

    Atlanta, GA
    2 days ago
  •  ...Manager Trainee Under general supervision, this position is responsible for learning the management of a small driver count and/or non-traditional shifts (including nights and weekends), ensuring safe and timely movement of freight, load assignment, and providing best... 
    Traineeship
    Full time
    Temporary work
    Work experience placement
    Relocation
    Visa sponsorship
    Shift work
    Night shift

    J.B. Hunt

    Atlanta, GA
    18 hours ago
  •  ...A single applicant should not create multiple email addresses to apply to additional opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions... 
    Full time
    Apprenticeship
    Summer work
    Summer internship
    Work at office

    Goldman Sachs Group, Inc.

    Atlanta, GA
    4 days ago
  • $19 per hour

     ...Job Description The Manager In Training program provides hands-on training in Sales, Operations, Customer Service, finance, fleet management, and people management. This position has a clearly defined career path to Branch Manager in as little as 12-18 months. This... 
    Traineeship
    Worldwide
    Shift work

    Hertz

    Atlanta, GA
    18 hours ago
  • $25.85 per hour

     ...a unique experience! *Come roll with us!!! *Must be at least 18 years of age or older to apply Check out our Benefits! Assistant Managers at Kura Sushi take pride in ensuring our Guests are provided with the freshest, tastiest food and a positive dining experience at... 
    Traineeship
    Hourly pay
    Local area
    Flexible hours
    Night shift
    Weekend work

    K014 - Doraville

    Doraville, GA
    4 days ago
  • $100k - $120k

     ...Office - Atlanta, GA 30326 Job Description The Associate Director, Wealth Strategy (ADWS) is a junior member of the wealth strategy team...  ...planning including wealth planning/coordination, family risk management, and trust administration. The ADWS will be part of a... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Cresset Capital

    Atlanta, GA
    2 days ago
  • The Juris Agency in Atlanta, Georgia, seeks driven individuals for significant career launches in business and leadership. This role offers an environment where performance and results drive growth, providing direct access to leadership and real-world experience. Responsibilities...
    Traineeship

    The Juris Agency

    Atlanta, GA
    3 days ago
  • $155k - $170k

    Senior Portfolio Manager A growing wealth management organization is seeking a senior Portfolio Manager to support complex private client and investment management relationships in the Atlanta area. This is a strong fit for someone who enjoys the technical, thoughtful... 
    Work at office
    Local area

    Mohr Talent

    Atlanta, GA
    2 days ago
  • $155k - $170k

    Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage...  ...support. The ideal candidate has over 12 years of experience in wealth management, strong analytical skills, and the ability to... 

    Mohr Talent

    Atlanta, GA
    3 days ago
  • $114.1k - $268.18k

     ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...  ...KPMG is currently seeking a Lead Specialist, Third Party Risk Management to join our Managed Services practice. Responsibilities:... 
    Full time
    Local area
    Remote work

    KPMG

    Atlanta, GA
    2 days ago
  • A global IT services company is seeking a Management Trainee / Associate in Customer Success, Sales, or Research. This full-time role focuses on interacting with clients, conducting market research, and collaborating with teams. Ideal candidates are pursuing or have completed... 
    Traineeship
    Full time
    Remote work

    InfoBeans

    Atlanta, GA
    3 days ago
  •  ...Shift Manager You will help operate the restaurant on a day-to-day basis as a Shift Manager. You will help the management team, ensuring that every shift operates smoothly. You'll also help team members through performance and training initiatives. Your ability to provide... 
    Traineeship
    Casual work
    Shift work
    Day shift

    Arby's

    Atlanta, GA
    5 days ago
  • $55k - $60k

    IHG Hotels & Resorts in Atlanta is seeking a motivated Trainee to support daily housekeeping and laundry operations. This role is designed for individuals with hands‑on experience who want to develop leadership skills in a structured environment, overseeing staff, ensuring... 
    Traineeship

    IHG Hotels & Resorts

    Atlanta, GA
    1 day ago
  • Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Associate / Vice President As a Private Wealth Advisor, you will: Leverage your unique background and experiences to build a business within Goldman Sachs Establish, nurture and grow client... 

    The Goldman Sachs Group

    Atlanta, GA
    1 day ago
  •  ...thinking solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES The Project Manager is responsible for successfully managing his/her assigned...  .... Assist in development and mentoring of Project Manager Trainees. Promote communications, cooperation and quality among staff. May... 
    Traineeship
    Permanent employment
    For contractors

    BRPH

    Atlanta, GA
    1 day ago
  •  ...business development firm in Atlanta, looking for passionate individuals to train into a management role within the next few months! We are seeking an Assistant Manager Trainee to help us promote and educate potential consumers for our Telecom partner. As a... 
    Traineeship
    Work at office
    Afternoon shift

    Tidewater Consulting Services

    Sandy Springs, GA
    4 days ago
  • Buck Mason in Atlanta is seeking a Manager in Training to accelerate your career in retail management. This full-time role focuses on learning about store operations, supporting the Store Manager, and preparing to lead a team. Ideal candidates will be customer service oriented... 
    Traineeship
    Full time

    Buckmason

    Atlanta, GA
    3 days ago
  • $26.35 per hour

     ...Corporation has grown substantially with over 540 locations across Japan, Taiwan and the United States. Position Overview Assistant Manager - Pioneers of the revolving sushi concept! Join the Kura Krew, a team passionate about food, culture and providing a unique... 
    Traineeship
    Hourly pay
    Local area
    Flexible hours
    Night shift
    Weekend work

    K063 - Interlock

    Atlanta, GA
    18 hours ago
  • Position Overview Relationship Manager - Private Wealth Management (Merrill Wealth Management) Responsibilities Identify and own the client onboarding process. Document client interactions and provide the team with time‑sensitive updates. Execute on the team service model... 
    Shift work
    Day shift

    Bank of America

    Atlanta, GA
    1 day ago

Do you want to receive more vacancies?

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