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Bankers Life · Denver, Colorado
Wealth Management Trainee - Hybrid Remote (State Abbr.)
Build and develop a client base through networking, referrals, prospecting, and relationship building.
Learn to identify clients' financial needs and provide solutions aligned with their goals.
Develop knowledge in areas including
retirement planning, asset and income protection, investments, financial services, and wealth management
.
Establish long-term relationships with individuals and families by providing education and ongoing client service.
Use financial tools, software, and product illustrations to help clients understand their options.
Complete professional training and pursue applicable licenses and registrations as you progress.
Work alongside experienced professionals and mentors as you develop your financial-services career.
Client acquisition and relationship-management training.
Preparation for the
Securities Industry Essentials (SIE®) Exam
as you meet applicable career milestones.
Opportunities to pursue additional securities registrations and career advancement.
Continued development toward Financial Advisor and Wealth Management career paths.
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
Ambitious, self-motivated, and comfortable working toward performance goals.
Interested in
finance, investing, retirement planning, or wealth management
.
A natural relationship builder who enjoys meeting and helping new people.
Comfortable networking, prospecting, and developing new business.
An effective communicator who can explain concepts clearly.
Coachable and eager to continually develop your professional knowledge.
Entrepreneurial and interested in having greater ownership over your career and earning potential.
Committed to professionalism, honesty, and integrity.
Backgrounds That Translate Well
Banking and financial services
Investment or brokerage services
Insurance
Sales and business development
Account management
Customer success and client services
Relationship management
Retail management
Real estate
Entrepreneurship
Military service
Commission-based earnings
Qualifying sales-matching opportunities
Retirement Savings Program
Opportunities to develop recurring/passive income
Long-term advancement opportunities in
Financial Advising, Wealth Management, Retirement Planning, and Leadership
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.
Details
| Company | Bankers Life |
| Location | Denver, Colorado |
| Type | FULL TIME |
| Niche | Full-time |