Wealth Management Trainee
ROSEDALE, NYJobSeen 2w agoSeen in employer's feed 1w ago
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At a glance
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Job overview
Bankers Life’s wealth management trainee program supports individuals building careers in financial advising and sales. Trainees work one-on-one with clients to create personalized financial solutions and build relationships. The program provides licensing coursework, SIE exam preparation, mentorship, training, technology tools, marketing leads, and team collaboration. No finance background or prior experience is needed; sales, customer service, or other people-facing experience is a plus.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
What are you looking for in your next opportunitygrowth, purpose, ownership, and real impact? At Bankers Life, were looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career youre proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, were a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the way: No finance background? No problemno experience needed - sales, customer service, or people-facing experience is a big plus! First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business. Next, we help you prepare for the Securities Industry Essentials (SIE) Exam*, which includes coursework, support, and a $2,000 bonus upon completion. Award winning mentorship and training programs that support your move into wealth management and sales leadership. Starting out? Additional incentives that help you get started on top of earned commissions and bonuses. *The SIE is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor. BL-1769-ADV-1025 Why Join Us? Top-tier training with mentors and resources to help you succeed at every level. Your career, your pace by moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams include uncapped commissions, renewals, bonuses and more. Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Apply and learn more. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not GuaranteedInvolve RiskMay Lose Value.
How this job compares
Set against the 3,665 open Financial Advisor jobs on Olive Jobs, counted November 5, 2026.
- Pay
- This postingNot listed
- New York median$65–66K/yr179 salary ranges
- US median$25–38/hr87 hourly ranges
- Openings
- Olive Jobs lists 238 open Financial Advisor jobs in New York and 3,665 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in New York
- Equitable55 open
- JPMorgan Chase40 open
- Bank of America24 open
- Experience
- Financial Advisor postings that state a minimum ask for 2 years of experience at the median; the middle half ask for 1 to 4 years (2,007 postings).
- Education
- 1,082 of the 3,665 open Financial Advisor jobs (30%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 5, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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