Wealth Management Trainee

Financial Advisor Development Program We’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you will work one-on-one with clients to create personalized financial solutions, build meaningful relationships, and develop a career you’re proud of. Responsibilities Conduct client consultations and develop financial plans. Build and manage a pipeline of prospective clients. Pursue and complete required licensing examinations. Qualifications No finance background required. Experience in sales, customer service, or any people-facing role is a big plus. Step one: obtain necessary licenses. Bankers Life covers your Life & Health coursework and support for the Securities Industry Essentials (SIE) examination, with the exam fee reimbursed and a $2,000 bonus upon completion. Additional licensing exams are required to become a Financial Advisor. Benefits Top-tier training and mentorship with resources to help you succeed at all levels. Opportunity to move into a leadership role in as little as 12 months. Continuous support with technology tools, marketing leads, and team collaboration. Unlimited income streams including uncapped commissions, renewals, bonuses, and more. Live life with exciting awards trips, lasting friendships, and true work-life integration. BL-1769-ADV-1025 Applicants must reside in the state of the position and have access to a vehicle to be considered. #J-18808-Ljbffr