Wealth Management Trainee
Bankers Life
Wealth Management Trainee
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.
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.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Trainee in Rochester, NY vacancy
$27.5 - $32 per hour
Overview The Wealth Management Assistant Lead is a player-coach role responsible for guiding, developing, and supporting Wealth Management Assistants I & II while performing administrative duties as needed. The role ensures consistent,accurateadministrative processes across...SuggestedWork at officeLocal area$51.72k - $63k
...general supervision, this position is responsible for learning the management of small driver count and/or non-traditional shifts (including... ...Certifications Job Opening ID: 00620864 Manager Trainee (Open) “This job description has been designed to indicate the...TraineeshipFull timeTemporary workWork experience placementVisa sponsorshipShift workNight shiftJ.B. Hunt Transport Services, Inc.
Rochester, NY13 hours ago$17.5 - $26 per hour
...Manager Trainee Hourly Location: 80 Commerce Dr Ste C, Rochester, NY, 14623, United States Base Pay: $17.5 - $26.00 / Hour Job Category: Manager Trainee Hourly Industry: Automotive Employee Type: FT Non-Exempt Contact Information Name: Matt Kennedy...TraineeshipHourly pay$16 - $21.5 per hour
7-Eleven, Inc is looking for a Retail Assistant Manager in North Chili, New York. This role involves leading customer service efforts, training staff, and ensuring a clean environment. Candidates should have some supervisory experience and strong communication skills. The...TraineeshipHourly pay$16 - $21.5 per hour
7-Eleven, Inc. is hiring a Retail Assistant Manager in Town of Henrietta, NY. In this role, you'll provide leadership and training for store employees to ensure excellent customer service. We're looking for someone with a high school diploma or equivalent, strong communication...TraineeshipHourly pay- ...additional checkout options and request assistance as needed. Assist cashiers as needed (overrides, questions, etc). Create and manage daily schedules and control sheets for maximum efficiency and program compliance. Dictate the break/lunch plan while maintaining Front...Traineeship
- 7-Eleven is seeking a Retail Assistant Manager in North Chili, NY, to support management and provide customer service leadership. This full-time position offers competitive pay and valuable management experience. Responsibilities include overseeing training, implementing...TraineeshipFull time
$65k - $75k
...PRIMARY RESPONSIBILITY: The GRB Commercial Relationship Manager Progression Program is designed to prepare individuals to become... ...successful Commercial Relationship Managers. As a Commercial RM Trainee, participants will undergo a combination of e-learning, classroom...TraineeshipWork at officeLocal areaGenesee Regional Bank
Rochester, NY2 days ago- ...Entry Level Bridge Inspection Trainee Popli Design Group (PDG), a multi-disciplined Architecture/Engineering firm, is seeking to add an Entry Level Bridge Inspection Trainee position to the team. With successful completion of the Trainee program, the candidate will...TraineeshipFull timeInterim roleWork at officeLocal areaRelocation package
Popli Design Group
Rochester, NY2 days ago - ...Management Trainee Opportunity We'll help your talents branch out. Do you want to learn how to inspire and lead while getting valuable, hands-on experience across customer service, sales & marketing, finance and operations? If the answer’s a resounding yes, then a...Traineeship
Enterprise
Rochester, NY4 days ago $51.5k
...Overview Start your career with Enterprise Mobility! We’re hiring for our respected Management Training Program. Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count...TraineeshipFull timeWork experience placementImmediate startWorldwideEnterprise
Rochester, NY2 days ago$16 - $21.5 per hour
...Assistant Store Leader (Assistant Manager) Apply Now ( Save Job Job ID E_ASL_44934 Store-ID 44934 Address 2180 PENFIELD RD, PENFIELD... ...opportunity to talk with you about our Assistant Store Leader Trainee role! We’re hiring immediately and are focused and dedicated to...TraineeshipHourly payFull timeImmediate start7-Eleven
Penfield, NY1 day ago$16 - $21.5 per hour
...Assistant Store Leader (Assistant Manager) Apply Now ( Save Job Job ID E_ASL_44991 Store-ID 44991 Address 465 SPENCERPORT ROAD,... ...opportunity to talk with you about our Assistant Store Leader Trainee role! We’re hiring immediately and are focused and dedicated to...TraineeshipHourly payFull timeImmediate start7-Eleven
Gates, NY1 day ago$18.75 - $22.5 per hour
...Manager Trainee - Convenience Store Join Our Award Winning Team! With flexible schedules, team member discounts, scholarship opportunities, and fun recognition programs, Delta Sonic offers a variety of career paths for you to grow with us. Recognized nationally as a...TraineeshipHourly payWork experience placementSeasonal workLocal areaFlexible hoursDay shiftAfternoon shift$66.18k - $86.04k
...may collaborate in policy and program development, operations managing, and plan program activities for the program area. The social... ...culturally competent environment by treating patient, families, trainees, and co-workers in a sensitive manner with appropriate...TraineeshipHourly payFull timeLocal areaShift workUniversity of Rochester
Rochester, NY6 days ago$125k - $160k
...Golisano Specialty Care dental clinic. Responsibilities include management of day-to-day operations of this clinic, clinical care,... ...special care dentistry for fellows, residents, and specialty trainees. Teach postgraduate course curriculum as needed, mentor residents...TraineeshipFull timeWork at officeLocal areaUniversity of Rochester
Rochester, NY2 days ago- ...people development by implementing training initiatives in JSC Management Group's franchise operations. Additionally, District Leaders... ...employees Complete shift assessments on all manager/ leader trainees, including working three shifts with each trainee until they complete...TraineeshipImmediate startFlexible hoursShift workNight shiftWeekend work1 day per week
JSC Management Group
Rochester, NY13 hours ago - ...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...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
Rochester, NY2 days ago - Tompkins Financial Advisors, located in the Town of Pittsford, NY, seeks a Wealth Management Assistant Lead. In this player-coach role, you will guide and develop a high-performing administrative team while ensuring operational consistency across all regions. Strong leadership...Work at office
$67.12k - $83.29k
...Agency People With Developmental Disabilities, Office for Title Human Resources Specialist 1/Trainee 1/2 Occupational Category Administrative or General Management Salary Grade 18 Bargaining Unit M/C - Managerial/Confidential (Unrepresented) Salary Range...TraineeshipPermanent employmentFull timeTemporary workWork at officeLocal areaRemote workTrial periodNew York State Civil Service
Rochester, NY3 days ago- Tompkins Community Bank seeks a Wealth Management Assistant Lead in Pittsford, NY. This role involves guiding and supporting Wealth Management Assistants while ensuring administrative processes are accurate and efficient. The Lead will collaborate with Operations, Compliance...Local area
$103.6k - $189.7k
...with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and...Summer holidayWork at officeLocal areaFlexible hoursEY
Rochester, NY3 days ago$50k
...THAT HAS A FUTURE At Ryder, our most important competitive advantage is our people. _CULTURE- INTEGRITY- FAMILY_ . As a Rental Manager Trainee, you'll be part of a dynamic team, equipped to succeed and empowered to develop your career, with real growth, in a focus and...TraineeshipFull timeLocal areaRelocationRyder System
Rochester, NY13 hours ago$16.5 - $22.5 per hour
7-Eleven is seeking an Assistant Store Leader in West Henrietta, New York. In this role, you will empower your team to provide exceptional customer service and ensure the store operates effectively. This position offers full-time hours with competitive pay between $16.5...TraineeshipHourly payFull time$67.8k - $80k
...Onboarding, Developing, Coaching, Mentoring, and Performance Management of all drivers and helpers. Establish and maintain positive relationships... ...~ Successful completion of the WM Operations Manager Trainee program Physical Requirements Listed below are key...TraineeshipFull timeTemporary workWork experience placementWork at officeWaste Management , Inc.
Webster, NY1 day ago$21.25 - $25.25 per hour
...Technician Trainee A Technician Trainee will be trained and educated to become a proficient auto glass technician. Upon completing... ...resources you'll need to be successful. View all our health, wealth, and life offerings at Education Qualifications: High...TraineeshipWeekly pay16 hoursApprenticeshipLocal areaSafelite
Rochester, NY1 day ago$22.72 - $26 per hour
Rivian is seeking an Adventure Readiness Specialist in Henrietta, NY to support our Service team during peak periods. You will manage vehicle operations, assist with repairs, and participate in training programs aimed at developing future Service Technicians. Ideal candidates...TraineeshipHourly pay$60k
...Requisition Number: 226651 Job Description Cintas is offering an exciting Management Trainee program designed to kickstart your professional career. We are seeking a motivated and dynamic Management Trainee to join this well-structured program, where you’ll gain...TraineeshipFull timeInternshipWork at officeLocal areaRelocationShift workDay shift$200k - $300k
...The Chief Operating Officer - Multifamily Operations & Asset Management (COO) is responsible for the overall operational performance of a multifamily portfolio, including property operations, facilities, maintenance, resident experience, compliance, and team performance...Seasonal workConfidential
Rochester, NY3 days ago- ...Business Relationship Manager If you are customer focused, enjoy building relationships and providing financial advice to your clients... ...relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with...Work experience placement
Chase
Rochester, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Trainee. Be the first to apply!
Related searches
- management trainee Rochester, NY
- management trainee program Rochester, NY
- construction management trainee Rochester, NY
- sales trainee Rochester, NY
- store management trainee Rochester, NY
- trainee Rochester, NY
- hotel management trainee Rochester, NY
- graduate trainee Rochester, NY
- international management trainee Rochester, NY
- insurance sales trainee Rochester, NY