Wealth Management Trainee

Wealth Management Trainee - Hybrid Remote (State Abbr.)

Build Your Career in Financial Services & Wealth Management

Bankers Life® is seeking motivated, entrepreneurial individuals to join our team as Wealth Management Trainees. This opportunity is designed for professionals who want to build a career helping individuals and families protect their financial future, prepare for retirement, and work toward long-term financial goals.

You don't need to start as a financial expert. We provide training, mentorship, licensing support, and professional development opportunities designed to help you build your financial knowledge and establish a client-focused practice.

If you enjoy building relationships, networking, solving problems, and working toward ambitious goals, this could be the opportunity to take your career in a new direction.

What You'll Do

As a Wealth Management Trainee, you will:

\n
• Build and develop a client base through networking, referrals, prospecting, and relationship building.
\n
• Learn to identify clients' financial needs and provide solutions aligned with their goals.
\n
• Develop knowledge in areas including retirement planning, asset and income protection, investments, financial services, and wealth management.
\n
• Establish long-term relationships with individuals and families by providing education and ongoing client service.
\n
• Use financial tools, software, and product illustrations to help clients understand their options.
\n
• Complete professional training and pursue applicable licenses and registrations as you progress.
\n
• Work alongside experienced professionals and mentors as you develop your financial-services career.
\n
• Build toward advanced opportunities in Financial Advising, Wealth Management, Retirement Planning, and Leadership.
\n

Your Career Development

The Wealth Management Trainee opportunity is designed to provide a foundation for a long-term career in financial services.

Your development may include:

\n
• Insurance licensing education and training.
\n
• Hands-on development with experienced field leaders.
\n
• Client acquisition and relationship-management training.
\n
• Education in financial products and retirement strategies.
\n
• Preparation for the Securities Industry Essentials (SIE®) Exam as you meet applicable career milestones.
\n
• Opportunities to pursue additional securities registrations and career advancement.
\n
• Continued development toward Financial Advisor and Wealth Management career paths.
\n

Rather than simply stepping into another job, you'll have the opportunity to develop your own client base and build a long-term financial-services practice.

Who We're Looking For

You could be a strong fit if you are:

\n
• Ambitious, self-motivated, and comfortable working toward performance goals.
\n
• Interested in finance, investing, retirement planning, or wealth management.
\n
• A natural relationship builder who enjoys meeting and helping new people.
\n
• Comfortable networking, prospecting, and developing new business.
\n
• An effective communicator who can explain concepts clearly.
\n
• Coachable and eager to continually develop your professional knowledge.
\n
• Organized with strong time-management skills.
\n
• Entrepreneurial and interested in having greater ownership over your career and earning potential.
\n
• Committed to professionalism, honesty, and integrity.
\n

Backgrounds That Translate Well

Our professionals come from many different industries. Relevant experience may include:

\n
• Banking and financial services
\n
• Investment or brokerage services
\n
• Insurance
\n
• Sales and business development
\n
• Account management
\n
• Customer success and client services
\n
• Relationship management
\n
• Retail management
\n
• Real estate
\n
• Entrepreneurship
\n
• Military service
\n
• Recent college graduates in finance, business, economics, marketing, or related fields
\n

Prior financial-services experience can be valuable, but it is not required to begin the conversation.

Compensation & Growth

This is a performance-based opportunity with compensation tied to individual production and business development.

Opportunities may include:

\n
• Commission-based earnings
\n
• Performance bonuses and incentive programs
\n
• Qualifying sales-matching opportunities
\n
• Retirement Savings Program
\n
• Opportunities to develop recurring/passive income
\n
• Long-term advancement opportunities in Financial Advising, Wealth Management, Retirement Planning, and Leadership
\n

For someone who is entrepreneurial and motivated by results, the structure provides an opportunity to directly benefit from the client relationships and practice they build.

Why Bankers Life?

Since 1879, Bankers Life has focused on helping individuals and families pursue greater financial security.

As a Wealth Management Trainee, you'll have the opportunity to combine financial education, relationship building, entrepreneurship, and professional growth while making a meaningful impact on the people you serve.

If you're ready to learn, grow, and work toward building a career in wealth management, apply today and explore where a career with Bankers Life can take you.

Important Information

This position offers a hybrid work environment, with in-office training and development requirements. Applicants must reside in the state associated with the position to be considered.

By submitting an application, applicants agree to be contacted regarding the opportunity by phone, email, and/or SMS.

SIE® is an examination administered by FINRA and is an early step for individuals pursuing certain securities-industry registrations.