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Wealth Management Trainee Jobs (NOW HIRING)

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 ...

Health Talent Pro

Wealth Manager Trainee

San Diego, CA · On-site +1

$70K - $100K/yr

Wealth Management Trainee Location: USA (REMOTE)/ Hybrid Type: Contract/Full-Time Salary: PT: $50k-$70K | FT: $100k+ Come join the New Heights Agency Team! Job Summary: We are looking for a driven ...

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

King Of Prussia, PA · On-site

$41K - $50K/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

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

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

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 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 · Hybrid

$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 ...

Buckle

Management Trainee Program

Pueblo, CO

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Loveland, CO · On-site

$18 - $22/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

Buckle

Management Trainee Program

Sioux Falls, SD · On-site

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

The Buckle

Management Trainee Program

Lynnwood, WA · On-site

$21 - $27/hr

Summary The Management Trainee position's primary responsibility is to fulfill our mission ... Wealth We are committed to helping you build financial security, recognize your contributions, and ...

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How much do wealth management trainee jobs pay per hour?

As of Jun 6, 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.

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 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.

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.
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Wealth Management Trainee jobs near you
Wealth Management Trainee

Wealth Management Trainee

Bankers Life

Manhattan, KS • On-site

$37K - $46K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

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 Traineel?

  • 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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