Bankers Life
Fredericksburg / Global
Wealth Management Trainee
- $40.000 - $80.000
GET
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Fredericksburg / Global
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.
Conduct client consultations and develop financial plans.
Build and manage a pipeline of prospective clients.
Pursue and complete required licensing examinations.
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.
BL-1769-ADV-1025
Applicants must reside in the state of the position and have access to a vehicle to be considered.
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