Wealth Management Trainee

Job Description

Wealth Management Advisor | Bankers Life

The Tone:
This is a full-time role at Bankers Life. As part of CNO Financial Group, Bankers Life supports individuals in building meaningful careers while providing personalized financial solutions to clients. This position plays a crucial role in helping individuals achieve their financial goals and build a career of impact and purpose. The company is recognized by Forbes, Newsweek, and Training magazine for its investment in employee success and offering benefits such as 401(k), dental, health, and life insurance.

The TL;DR
• Role: Early Career
• Type: Full-time
• Mission: This role is responsible for assisting clients in developing and implementing personalized financial solutions to meet their individual needs, fostering long-term financial well-being.

What You’ll Actually Do
• Client Collaboration: Engage one-on-one with individual clients to comprehensively understand their current financial situations and future objectives.
• Personalized Solutions: Design and implement tailored financial solutions that address the specific needs and goals of each client.
• Relationship Cultivation: Build and nurture meaningful, long-term relationships with clients, fostering trust and ongoing partnerships throughout their financial journeys.
• Professional Licensing: Undertake and complete the necessary coursework and exams to obtain Life & Health insurance licenses, which are fully covered by Bankers Life. This step is crucial for establishing your insurance sales representative business.
• Securities Exam Preparation: Prepare for and successfully complete the Securities Industry Essentials (SIE®) Exam, an entry-level requirement for aspiring Financial Advisors. This includes company-provided coursework, dedicated support, and a $2,000 bonus upon passing. Further licensing exams will be required to fully qualify as a Financial Advisor.
• Advisor Development: Participate in award-winning mentorship and training programs specifically designed to support your progression into wealth management and eventual sales leadership roles.
• Career Launch Incentives: Benefit from additional incentives specifically designed to assist you in establishing your career, complementing earned commissions and bonuses as you begin your journey.

The Must-Haves
• Background: Driven individuals seeking growth, purpose, ownership, and real impact in their professional lives. Candidates should aspire to build a career in wealth management as part of a Financial Advisor Development Program.
• Experience: No prior finance background or specific industry experience is required for this trainee role. Comprehensive training and support are provided from day one to ensure success in this new career path.
• Skills: A strong aptitude for learning and successfully passing multiple licensing exams, including Life & Health and the SIE®. Exceptional interpersonal skills for one-on-one client engagement and the ability to cultivate meaningful, long-term relationships.
• Bonus: Prior professional experience in sales, customer service, or any other people-facing roles is considered a significant advantage.