Bankers Life · 9 hours ago
Wealth Management Trainee
Chicago, IL
Full-time
Onsite
New Grad, Entry LevelBankers Life®, a brand within CNO Financial Group, Inc., provides insurance and wealth management solutions to meet the needs of middle-income Americans nearing or in retirement. They are seeking a Wealth Management Trainee who will engage in providing tailored financial planning and investment strategies, assisting clients with understanding and achieving their financial goals.
CrowdfundingFinancial Services
Hiring Manager
Keith Sherrill
Responsibilities
Engage in providing tailored financial planning and investment strategies
Assisting clients with understanding and achieving their financial goals
Conducting in-depth client needs analysis
Learning about a wide variety of financial and insurance products
Building trusted relationships with clients
Qualification
Required
Knowledge of Financial Planning and Investments with the ability to analyze and create customized strategies for clients
Experience in Investment Management and Finance to support short-term and long-term financial objectives
Understanding of Insurance practices and solutions as part of comprehensive wealth management
Excellent interpersonal and communication skills, with a client-focused and goal-oriented mindset
Preferred
Bachelor's degree in Finance, Economics, Business, or related field preferred
Company
Bankers Life
Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.
Founded in 1879
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
Recent News
2023-10-11
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