Wealth Management Trainee jobs in United States
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Bankers Life · 4 hours ago

Wealth Management Trainee

positionLos Angeles, CA
timeFull-time
remoteHybrid
seniorityNew Grad
money$50K/yr - $80K/yr

Bankers Life is a company focused on providing life and health insurance, annuities, and financial services. They are seeking a Wealth Management Trainee to work one-on-one with clients to create personalized financial solutions while building a career in wealth management.

BankingFinancial ServicesInsurance
Hiring Manager
Sue Becker
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Qualification

Life & Health LicenseSecurities Industry Essentials (SIE) ExamSales experienceCustomer service experiencePeople-facing experienceVerbal communication skillsWritten communication skills

Required

No finance background required
Sales, customer service, or people-facing experience is a big plus
Applicants must reside in the state of the position
Access to a vehicle

Benefits

Flexible schedule
Matching gift program
Paid training
Referral program

Company

Bankers Life

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Bankers Life is a financial firm that provides investment strategies, medical expenses, retirement planning, and insurance solutions.
dateFounded in 1879
location
Chicago, Illinois, USA
people-size1001-5000 employees
web-link
https://www.bankerslife.com/

Funding

Current Stage
Late Stage

Leadership Team

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Aubrey West
Recruiting Coordinator and Bankers Life l CNO Financial
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Dan Vigil, CLTC
Branch Partner/Unit Field Trainer
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Recent News

PR Newswire
Bankers Life Introduces New Flexible Premium Bonus Indexed Annuity
2023-10-11
Company data provided by crunchbase