Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor

Bankers Life

Job Description

\n

About the Company

\n

\n

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. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success.

\n

\n

About the Role

\n

\n

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. Ready to make a difference? Join our Financial Advisor Development Program today.

\n

\n

Responsibilities

\n

\n
    \n
  • No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
  • \n
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • \n
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • \n
  • Award winning mentorship and training programs that support your move into wealth management and sales leadership.
  • \n
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.
  • \n
\n

\n

\n

Qualifications

\n

\n

*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.

\n

\n

Required Skills

\n

\n

Job Type: Full-time

\n

\n

Preferred Skills

\n

\n

Benefits:

\n

\n
    \n
  • 401(k)
  • \n
  • Dental insurance
  • \n
  • Health insurance
  • \n
  • Life insurance
  • \n
\n

\n

\n

Pay range and compensation package

\n

\n

Additional incentives that help you get started on top of earned commissions and bonuses.

\n

\n

Equal Opportunity Statement

\n

\n

We support you every step of the way.

\n

Vacancy posted 24 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in New York, NY vacancy
  •  ...settlement strategy. Create work products such as complex claim strategies, coverage-position analyses, authority requests, litigation-management plans, reserve rationales, and escalation recommendations. Write "golden" reference responses at senior technical claims... 
    Suggested
    Contract work
    Summer work
    Immediate start
    Remote work
    Home office

    Mercor

    New York, NY
    2 days ago
  • $50 per hour

     ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership...  .... They are seeking experienced Lead Wealth Advisors to join their team in key...  ...wirehouse environments ~ Strong relationship management and planning expertise ~ Leadership... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work

    Next Level Recruiting, LLC

    New York, NY
    4 days ago
  •  ...global investment banking firm headquartered in New York City. We provide a full array of financial services including private wealth management; investment banking; global institutional equity sales and trading, fixed income and derivative sales & trading, equity... 
    Suggested
    Full time
    Temporary work
    Flexible hours

    Maxim Group LLC

    New York, NY
    16 hours ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve...  ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals... 
    Suggested
    Full time
    Work at office

    Northwestern Mutual

    New York, NY
    3 days ago
  •  ...Financial Advisor – Entry Level Job Type: Full-time Candidates must be local to Financial District, NYC. Calling all career...  ...Broker Dealer (Financial Advisor Magazine and InvestmentNews) • Wealth Management: $281 billion retail investment client assets held or managed... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Northwestern Mutual

    New York, NY
    4 days ago
  • $61k - $110k

     ...Job description Job title: Financial/Insurance Sales Advisor: Training Provided As a Financial Advisor, you will prospect...  ...including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial... 
    Full time
    Work experience placement
    Work at office
    Relocation
    Monday to Friday

    Northwestern Mutual

    New York, NY
    1 day ago
  • Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand... 
    Work at office
    Flexible hours

    Teachers Insurance and Annuity Association

    New York, NY
    2 days ago
  • $61k - $119k

    Job description Financial Advisor / Wealth Management Advisor Career Description: Northwestern Mutual, New York, NY We are seeking an eager, strategic, and definitive candidate to fill an open Financial Advisor Role that offers room for growth and a promising career... 
    Full time
    Work at office
    Relocation
    Monday to Friday

    Northwestern Mutual

    New York, NY
    1 day ago
  • $125k - $250k

    YOUR IMPACTThe Regional Advisor Enablement Associate / Vice President will support the delivery and execution of regional advisor development initiatives across Private Wealth Management. This role serves as a key connector between advisors, regional leadership, and Talent... 
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    2 days ago
  • $50 per hour

     ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership...  .... They are seeking experienced Lead Wealth Advisors to join their team in key...  ...wirehouse environments ~ Strong relationship management and planning expertise ~ Leadership... 
    Work at office
    Local area
    Remote work

    Next Level Recruiting, LLC

    New York, NY
    16 hours ago
  • $100k - $160k

    Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans...  ...management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    1 day ago
  • $150k - $200k

    Wealth Advisor — Presenter & Business Development Wall Street Alliance Group | Independent Wealth Management Firm Wall Street Alliance Group is seeking a confident presenter and relationship-driven sales professional to help grow our high net worth client base, with a... 
    Afternoon shift

    Wall Street Alliance Group

    New York, NY
    1 day ago
  •  ...a company that invests in your success. About the Role As a wealth management trainee on our team, you'll work one-on-one with clients to create...  ...’re proud of. Ready to make a difference? Join our Financial Advisor Development Program today. Responsibilities No finance... 
    Full time
    Traineeship

    Bankers Life

    New York, NY
    16 hours ago
  • Soltis Investment Advisors is a nationwide, fee-only registered investment advisory firm managing approximately $14 billion in client assets. Since 1993 we have helped individuals...  ...and institutions create, build, and manage wealth so they can focus on life’s most important... 
    Permanent employment
    Work at office
    Local area
    Home office
    Flexible hours

    Soltis Investment Advisors

    New York, NY
    1 day ago
  • J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY 1 day ago Be among the first 25 applicants Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients... 
    Full time

    JPMorganChase

    New York, NY
    1 day ago
  • $115k - $270k

    YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth, efficiency, and scalability of our advisor franchises across Private Wealth Management (PWM). By partnering directly with Private Wealth Advisors, Regional Heads, and business... 
    Full time
    Temporary work
    Part time
    Private practice
    Work at office

    Goldman Sachs

    New York, NY
    3 days ago
  •  ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals...  ..., Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    New York, NY
    2 days ago
  • $60k

     ...needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.... 
    Work at office
    Flexible hours

    Ameriprise Financial Services, LLC

    New York, NY
    2 days ago
  • $250k

     ...Senior Wealth Advisor Ultra High Net Worth Internal Succession Focused Overview Dynamic, fast growing Independent Multi Family...  ...a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid. Independently... 
    Full time
    Work at office

    Leah Yosef International

    New York, NY
    2 days ago
  •  ...Wealth Director NYC   Do you know the difference between a contact and a center of influence? Can you name the estate attorneys...  ...Our client, a national fiduciary firm backed by a global asset manager, is seeking a Wealth Director in New York. The New York office... 
    Work at office

    Westport One

    New York, NY
    3 days ago
  • $250k

     ...Senior Wealth Advisor Midtown Manhattan Boutique Wealth Advisory Firm Firm Overview Dynamic 800M+ AUM RIA seeks a Senior Wealth...  ...to provide comprehensive financial planning and asset management. Not a sales role; no portable book of business required... 
    Full time

    Leah Yosef International

    New York, NY
    1 day ago
  • $171.2k - $285.3k

     ...working world.The OpportunityYou will leverage your expertise in wealth management platforms, product management, and business analysis to lead...  ...next-generation wealth management solutions that enhance advisor experiences, improve operational efficiency, and support evolving... 
    Summer holiday
    Immediate start
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago
  • $130k

     ...Claims Manager opening New York tri county area. Oversee a portfolio of active claims—ensuring timely follow-up, communication, and resolution; serve as the primary point of contact for claim status updates, both internally and externally; manage and mentor internal claims... 
    Full time

    Pryor Associates Executive Search

    New York, NY
    4 days ago
  • $180k - $225k

    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across...  ...required to meet and interact with prospective clients and their advisors.The Wealth Director should be well versed in a range of... 
    Work at office
    Local area

    Franklin Templeton

    New York, NY
    3 days ago
  • $120k - $150k

    At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director - Management Liability to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team.Make your mark... 
    Full time
    Work at office

    American International Group (AIG)

    New York, NY
    16 hours ago
  •  ...communication, organizational and technical skills. Strong business acumen and ability to interact, communicate and present to senior management. Ability to travel to clients and brokers. Thorough knowledge of the claims process. -5-10 years direct experience with ocean... 
    Contract work

    Hollinger

    New York, NY
    1 day ago
  • $97k - $189k

     ...abilities of all employees are used to their fullest potential. Individual contributor responsible for the direct handling and overall management of the most complex, highest exposure claims in the Mass Tort Claims Unit. This individual contributor is recognized as the most... 
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work

    CNA Financial

    New York, NY
    16 hours ago
  •  ...Wealth Management, Head of US Wealth Management Portfolio Advisory Group New York, NY, United States Job Information Job Identification...  ...partners with Solutions, Due Diligence, Product, and Field Advisors to ensure alignment with firm-wide investment priorities and... 
    Full time

    Testing Site - JPMC

    New York, NY
    1 day ago
  •  ...in AUM across 45 states, providing long-term capital for the creation and preservation of affordable housing — to recruit an Asset Manager . Reporting to the SVP, Equity Asset Management, the Asset Manager will be the main point of contact for general partners and... 
    Full time

    Specialty Consultants Inc.

    New York, NY
    16 hours ago
  • $236.56k - $414.12k

     ...leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads and...  ...segments. Serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management for clients. Drives organic growth through client... 
    Temporary work
    Local area
    Flexible hours

    001 The Northern Trust Company

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!