Wealth Management Trainee
Full Time
Entry Level
Posted 3 weeks ago
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Upload Your ResumeAbout This Role
This Wealth Management Trainee role is for driven individuals seeking growth and purpose. It involves working one-on-one with clients to create personalized insurance and financial solutions.
Responsibilities
- Work one-on-one with clients to create personalized insurance and financial solutions
Qualifications
- Sales, service, or people-facing experience is a big plus, but no finance background required.
Nice to Have
- Sales, service, or people-facing experience
Benefits
Income support
Work-life integration
Awards trips
Team collaboration
Tech tools
Marketing leads
Certifications
Life & Health
(Required)
Securities Industry Essentials (SIE®) Exam
(Required)
About Bankers Life
Bankers Life, backed by CNO Financial Group, is recognized by Forbes, Newsweek, and Training magazine, investing in the success of its team by providing insurance and financial solutions.
Finance
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