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Wealth Management Trainee Jobs (NOW HIRING)

Bankers Life

Wealth Management Trainee

Lenexa, KS · On-site

$39K - $48K/yr

As a Wealth Management Trainee, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary agent ...

Bankers Life

Wealth Management Trainee

Topeka, KS · On-site

$40K - $48K/yr

As a Wealth Management Trainee, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary agent ...

Bankers Life

Wealth Management Trainee

Manhattan, KS · On-site

$37K - $46K/yr

As a Wealth Management Trainee, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary agent ...

Bankers Life

Wealth Management Trainee

Fargo, ND · On-site

$50K - $80K/yr

Wealth Management Trainee Compensation: $50,000 - $80,000 What are you looking for in your next opportunity--growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven ...

Bankers Life

Wealth Management Trainee What are you looking for in your next opportunity--growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven individuals who want more than just ...

Bankers Life

Wealth Management Trainee

Missoula, MT · On-site

$42K - $51K/yr

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 you're proud of.

Bankers Life

Wealth Management Trainee

Kennewick, WA · On-site

$43K - $52K/yr

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 you're proud of.

Bankers Life

Wealth Management Trainee

Spokane, WA · On-site

$43K - $52K/yr

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 you're proud of.

Bankers Life

Wealth Management Trainee

Billings, MT · On-site

$41K - $51K/yr

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 you're proud of.

Bankers Life

Wealth Management Trainee

Beachwood, OH · On-site

$40K - $50K/yr

As a Wealth Management Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Wealth Management Trainee

Fairlawn, OH · On-site

$38K - $46K/yr

As a Wealth Management Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Wealth Management Trainee

Arizona City, AZ · On-site

... wealth management. · Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that ...

Bankers Life

Wealth Management Trainee

Warwick, RI · On-site

... wealth management. · Income support to get you started on top of your commissions and bonuses. *This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that ...

Bankers Life

Wealth Management Trainee

Los Angeles, CA · On-site

Award winning mentorship and training programs that support your move into sales leadership and wealth management. * Income support to get you started on top of your commissions and bonuses. *This is ...

Bankers Life

Wealth Management Advisor

Denver, CO · On-site

$50K - $80K/yr

Wealth Management Trainee Compensation: $50,000 - $80,000 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 ...

Bankers Life

Wealth Management Trainee

Daytona Beach, FL · On-site

$40K - $49K/yr

Excellent time-management skills * Desire for continuous learning What we offer: * Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen ...

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Wealth Management Trainee information

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How much do wealth management trainee jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for wealth management trainee in the United States is $21.15, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $24.28 per hour, depending on experience, location, and employer.

How to become a wealth manager with no experience?

To become a wealth management trainee with no experience, focus on gaining relevant knowledge through finance or business courses, and develop strong interpersonal and analytical skills. Entry-level roles often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66, which can improve job prospects. Internships or assistant positions can provide practical experience and industry exposure.

What are the key skills and qualifications needed to thrive as a Wealth Management Trainee, and why are they important?

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What does a wealth management trainee do?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting the development of investment strategies. They gain experience in financial planning, client service, and may use tools like CRM software while learning industry regulations and best practices.

What is the difference between Wealth Management Trainee vs Financial Advisor?

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by Wealth Management Trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

Is $200,000 enough to work with a financial advisor?

As a Wealth Management Trainee, working with a financial advisor typically involves managing or investing client assets, but the amount of $200,000 is generally considered a moderate investment size. Whether it is sufficient depends on the client's financial goals, the advisor's fee structure, and the services provided; many advisors work with clients who have varying asset levels. Building skills in financial planning and understanding fee models can help determine if this amount aligns with specific advisory services.

What are Wealth Management Trainees?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.

What is an entry-level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Trainee or Financial Advisor Associate, focusing on supporting senior advisors, learning client management, and gaining industry knowledge. These positions often require strong communication skills, basic financial knowledge, and may involve certifications like the Series 7 or Series 66 exam.
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Wealth Management Trainee jobs near you
Wealth Management Trainee

Wealth Management Trainee

Bankers Life

Lenexa, KS • On-site

$39K - $48K/yr

Other

Posted 26 days ago

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.


As a Wealth Management Trainee, you will:


  • Build a client base by growing relationships with your network and providing guidance
  • Gain expertise through sponsored coursework and proprietary agent development training
  • Guide clients through important financial decisions using the latest software and our expansive product portfolio
  • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning


What makes a great Wealth Management Trainee?


  • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
  • Self-motivation to connect with company provided sales leads and network with new clients
  • Strong relationship building, communication, and time-management skills
  • A competitive and entrepreneurial spirit to achieve success both for yourself and others


What we offer:

  • Highly competitive commission structure designed to grow with you
  • Passive income opportunities and bonus programs
  • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
  • Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
  • Flexible in-office schedules once you complete your agent training
  • Progressive advancement opportunities
  • Retirement savings program and more



Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

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