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Wealth Management Trainee
Job Description
Position Title:
Wealth Management Trainee Compensation:
$50,000
- $80,000
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.
Pay:
$50,000.00
- $80,000.
00 per year
Work Location:
Hybrid remote in Buffalo, NY 14221