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Wealth Management Trainee

Job in Brea, Orange County, California, 92631, USA
Listing for: Bankers Life
Apprenticeship/Internship position
Listed on 2026-01-01
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below

Financial Advisor - Endowments and Foundations

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 part of our team, you'll work one‑on‑one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of.

We support you every step of the way:
  • No finance background? No problem—sales, 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 sales leadership and 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 is a crucial step for individuals seeking to become Financial Advisors.

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 with uncapped commissions, renewals, and bonuses.
  • Live life with exciting awards trips, lasting friendships and true work‑life integration.
Base pay range

$70,000.00/yr - $/yr

Seniority level
  • Entry level
Employment type
  • Full‑time
Job function
  • Finance, Sales, and Customer Service
Industries
  • Insurance, Investment Management, and Financial Services

Note:

Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

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