Wealth Management Advisor
Bankers Life
Job Description
\nAbout the Company
\n \nWhat 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 \nAbout the Role
\n \nAs 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 \nResponsibilities
\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
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 \nRequired Skills
\n \nJob Type: Full-time
\n \nPreferred Skills
\n \nBenefits:
\n \n- \n
- 401(k) \n
- Dental insurance \n
- Health insurance \n
- Life insurance \n
Pay range and compensation package
\n \nAdditional incentives that help you get started on top of earned commissions and bonuses.
\n \nEqual Opportunity Statement
\n \nWe support you every step of the way.
\nVacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in New York, NY vacancy
- 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...SuggestedWork at officeFlexible hours
Teachers Insurance and Annuity Association
New York, NY19 hours 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...SuggestedFull timeWork at officeLocal areaRemote workNext Level Recruiting, LLC
New York, NY2 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...SuggestedFull timeWork at officeLocal areaFlexible hours
Northwestern Mutual
New York, NY2 days 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...SuggestedFull timeWork at officeNorthwestern Mutual
New York, NY1 day 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...SuggestedFull timeTemporary workFlexible hours
Maxim Group LLC
New York, NY16 hours 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 officeLocal areaRemote workNext Level Recruiting, LLC
New York, NY1 hour 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 timeWork at officeRelocationMonday to FridayNorthwestern Mutual
New York, NY4 days ago$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York... ...taking a comprehensive approach to wealth management. Our experienced team delivers... ...are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal...Contract workFor contractorsWork at officeLocal areaBlue Ocean Wealth Solutions, LLC- A MassMutual Firm
New York, NY1 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 timeTemporary workPart timeWork at officeGoldman Sachs
New York, NY19 hours ago- The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts... ...Skills10+ years of broad business experience, preferably within wealth management, with a strong understanding of advisor practices...Home office
JP Morgan Chase
New York, NY19 hours ago - The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts... ...communicationsQualifications:3-5 years broad business experience, preferably in the wealth management industry1+ years of experience in program,...
JP Morgan Chase
New York, NY2 days ago - ...Entrepreneurial Wealth Management Advisor covering Business Owner Market. Serving Business Owners and Wealth Creators A historic transfer of wealth is underway. An estimated $120 trillion may change hands in the United States over the next few decades, presenting...Contract work
Northwestern Mutual
New York, NY4 days ago $78.5k - $105k
...innovative financial planning? At Northwestern Mutual, we’re more than advisors; we’re partners in progress and change-makers in people’s... ..., and customer service skills. Strong organization and time management skills. Stellar interpersonal skills to build lasting client...Full timeRemote workRelocation- ...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 timeTraineeship
- ...and fiduciary advice. What You'll Do: Manage and deepen relationships with high-net-worth... ...and affluent clients Serve as a trusted advisor, helping clients navigate complex... ...planning Deliver customized investment and wealth management strategies aligned with client...Flexible hours
$100k - $300k
Overview Join Madison Partners as a Wealth Management Advisor role. The Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model...Full timeRemote work$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...tailored to every client’s unique needs Manage your client’s financial plans to help... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at office$115k - $270k
...passion for the financial markets and the desire to be a trusted advisor to ultra-high net worth clients? We are looking for... ...our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the...Full timeTemporary workPart timeWork at officeGoldman Sachs
New York, NY1 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 timeTemporary workPart timePrivate practiceWork at officeGoldman Sachs
New York, NY1 day ago- ...Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world’s deepest and best-... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading... ...Asset Management provides individuals, advisors and institutions with strategies and expertise...
JP Morgan Chase
New York, NY19 hours ago - ...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...Contract workSummer workImmediate startRemote workHome office
Mercor
New York, NY7 days ago $100k - $110k
...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management.? Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Permanent employmentFull timeWork at officeRemote workState of New York, USA
New York, NY3 days ago- ...Job Description Entrepreneurial Wealth Management Advisor covering Business Owner Market. \n \n Serving Business Owners and Wealth Creators \n \n A historic transfer of wealth is underway. An estimated $120 trillion may change hands in the United States over...Contract work
Northwestern Mutual
New York, NY9 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 officeLocal areaFranklin Templeton
New York, NY1 day 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 officeFlexible hoursAmeriprise Financial Services, LLC
New York, NY16 hours ago- ...Are you a seasoned Financial Advisor seeking to elevate your career? Our client, a prestigious firm headquartered in Tampa, FL, is expanding its team of Private Wealth Managers. With over $ 1 trillion+ in assets under management and a legacy spanning 40 years , this...Full timeHome office
UpTick Financial- Advisor Recruiters and Consultants
New York, NY12 hours 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 timeWork at officeLeah Yosef International
New York, NY2 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 timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
New York, NY12 hours ago $80k - $95k
...- $95,000.00/yr A mission-driven nonprofit organization serving communities across New York City is seeking experienced Business Managers to oversee day-to-day business operations at various local branch locations. The organization supports a wide range of community programs...Full timeWork at officeLocal areaAtlas Search
New York, NY1 day 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, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!
Related searches
- wealth management consultant New York, NY
- wealth manager New York, NY
- wealth management advisor New York, NY
- emergency disaster management New York, NY
- agency management specialist New York, NY
- provider data management New York, NY
- pain management New York, NY
- director talent management New York, NY
- identity & access management New York, NY
- wealth management relationship manager New York, NY