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Wealth Management Trainee Jobs in Chicago, IL (NOW HIRING)

Bankers Life

Wealth Management Trainee

Mundelein, IL · On-site

$70K - $100K/yr

Wealth Management Trainee Compensation: $70,000 - $100,000 What are you looking for in your next opportunity--growth, purpose, ownership, and real impact? At Bankers Life, we're looking for driven ...

The Buckle

Management Trainee Program

Schaumburg, IL · On-site

$20 - $24/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

Aurora, IL · On-site

$20 - $24/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 ...

The Buckle

Management Trainee Program

Orland Park, IL · On-site

$20 - $24/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 ...

The Buckle

Management Trainee Program

Aurora, IL · On-site

$20 - $24/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

Schaumburg, IL

$20 - $24/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 ...

The Buckle, Inc.

Management Trainee Program

Aurora, IL

$20 - $24/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Management Trainee assignments with District Manager Establish relationships and excellent ...

Buckle

Management Trainee Program

Schaumburg, IL · On-site

$20 - $24/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

Orland Park, IL · On-site

$20 - $24/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

Orland Park, IL

$20 - $24/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

Aurora, IL · On-site

$20 - $24/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 ...

Bank of America

Business Manager - EGP

Chicago, IL · On-site

$30 - $45/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... The Trainee role allows EGP Specialist to become fully license and require the appropriate ...

Bank of America

Business Manager - EGP

Northbrook, IL · On-site

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... The Trainee role allows EGP Specialist to become fully license and require the appropriate ...

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Wealth Management Trainee information

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How much do wealth management trainee jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for wealth management trainee in Chicago, IL is $21.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $25.05 per hour, depending on experience, location, and employer.

What is a wealth management trainee?

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 are the key skills and qualifications needed to thrive as a wealth management trainee?

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 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 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.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant certifications such as the Series 7 or Series 66, develop strong interpersonal and analytical skills, and pursue internships or entry-level positions in finance or customer service to build industry knowledge and demonstrate motivation.

What do you do as a wealth management trainee?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting investment strategies. The role often involves learning about financial planning, client relationship management, and using tools like CRM software, with opportunities to earn relevant certifications during training.

What are the most commonly searched types of Wealth Management jobs in Chicago, IL?

The most popular types of Wealth Management jobs in Chicago, IL are:

What are popular job titles related to Wealth Management Trainee jobs in Chicago, IL?

For Wealth Management Trainee jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Wealth Management Trainee jobs in Chicago, IL look for?

The top searched job categories for Wealth Management Trainee jobs in Chicago, IL are:

What cities near Chicago, IL are hiring for Wealth Management Trainee jobs?

Cities near Chicago, IL with the most Wealth Management Trainee job openings:

Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Chicago, IL as of August 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 100% In-person job distribution, with an average salary of $45,352 per year, or $21.8 per hour.

Wealth Management Trainee

Bankers Life

Mundelein, IL • On-site

$70K - $100K/yr

Other

Medical, Life

Posted 4 days ago

Job description

Position Title: Wealth Management Trainee Compensation: $70,000 - $100,000 Job Description: 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 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 you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re 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 problem—no 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 Guaranteed—Involve Risk—May Lose Value.

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