Wealth Management Advisor
Bankers Life
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.Job Type: Full-timeBenefits:401(k)Dental insuranceHealth insuranceLife insurance
- ...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... ...your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of...SuggestedFull timeTraineeship
- 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...SuggestedFull timeWork at officeFlexible hours
$250k - $300k
...doing: Own monthly and quarterly global financial statements and direct statutory reporting and tax filings across all entities Manage the external audit relationship and oversee transfer pricing compliance Lead the finance side of a phased, multi-country ERP...SuggestedWork at officeRemote work- Mitlin Financial Inc ®, a growing wealth management firm in Hauppauge, NY, seeks a Relationship Manager to support advisors and deliver a human-first, JOYful experience for families. The RM coordinates client deliverables, documents interactions in the CRM, and helps prepare...Suggested
- ...electrical distribution company serving contractors, EPC firms, and capital projects across regional and national markets. This role manages the day-to-day accounting function including general ledger, accounts payable, accounts receivable, and financial reporting while...SuggestedFor contractorsLocal area
$130k
...Claims Manager opening in Melville, NY. 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 adjusters...Full time- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...
$142.1k - $236.8k
...coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.... ...Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial...Full timeTemporary workWork experience placement- MOHR Talent is seeking a Relationship Manager in Smithtown, NY. This role supports Financial Advisors by managing ongoing client relationships, ensuring timely communication and thorough CRM documentation, and delivering high-touch service aligned with an RIA model. Responsibilities...
- ...detail-oriented Corporate Insurance and Benefits Administrator to oversee and administer the company's insurance programs and risk management activities. This position is responsible for managing all corporate insurance policies, including workers' compensation, employee...Contract workFor contractorsWork experience placementFor subcontractorWork at officeWorldwideFlexible hours
- ...worksheets, budget forms, and statistical summaries needed to formulate the required budget.Regularly communicate budgetary issues with management, staff, and external organizations. Provide guidance for priorities for use of financial resources. Provide advice, guidance and...Work at office
- Job TitleThis position is located in the National Oceanic and Atmospheric Administration (NOAA), National Weather Service (NWS), Office of Systems (SYS) and Office of Operations (OPS). Two (2) vacancies are expected to be filled.Work at office
- Teachers Federal Credit Union in New York is seeking a Financial Services Representative to build and strengthen member relationships. You will introduce members to online banking, the mobile app, and ATMs, and learn their financial goals to recommend tailored solutions...
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...Hourly pay- WealthBridge Financial Group seeks motivated Financial Professionals to partner with clients in building customized strategies for retirement, investments, insurance, and estate planning. You will collaborate with a collaborative network of professionals and mentors to ...Traineeship
- Teachers Federal Credit Union invites applications for the Financial Services Representative II in Hauppauge, NY. The role focuses on building member relationships and guiding customers to use online and mobile banking tools, ATMs, and in-branch services. Candidates should...
- ...individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.... ..., and goal-oriented Interest in financial services, wealth management, or business development Prior experience in sales, finance, or...TraineeshipFlexible hours
$100k - $125k
...Property Manager | New York City Residential Rental Portfolio | Semi-Remote Seeking a skilled Property Manager to oversee day-to-day operations for a portfolio of residential rental properties. This role requires hands-on leadership across tenant relations, property...Immediate startRemote work$20.53 - $34.23 per hour
...driving branch growth by deepening existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. This role delivers exceptional customer service in alignment with the bank's mission by engaging...Full timePart time$97k - $189k
...contributor role offers a unique opportunity to work alongside senior leadership and operate within the highest levels of authority to manage the most complex, high-stakes Specialty claims. You’ll take ownership of high-severity D&O and E&O matters involving public...Full timeWork experience placementWork at officeLocal areaShift work- ...Business Controller to lead the finance function for a $200M operation with a 320-strong staff. You will partner with the General Manager and senior leadership to shape strategy, drive profitability, and enable growth. You will champion financial planning, reporting...
$17 - $29.75 per hour
...providing personalized financial solutions. Proactively engage clients through outreach, follow-up, and ongoing relationship management. Identify opportunities to introduce additional products and services to meet client goals. Partner with internal...$125k - $150k
...Promotional Marketing Agency. This executive oversees all aspects of financial leadership, including accounting oversight, cash flow management, reporting, budgeting, compliance, and strategic growth. Working closely with the COO, this role ensures financial stability,...Full time$100k - $130k
JobTitle:FinancialControllerCompany/Industry: Well-establishedmortgagelenderLocation:Melville,NYSalary:$100,000-$130,000/yrdependingonexperience,withflexibilityfortherightcandidateStatus: DIRECTHIRE,FT,On-siteMon-FriPositionOverview:TheControllerwillberesponsibleformanagingtheday...- ...resume): Bachelor’s Degree. Two (2) full time years of professional experience in an office or administrative setting. Experience managing and reconciling multiple account budgets and/or experience recruiting, hiring or onboarding employees. Proficiency in Microsoft Office...Permanent employmentFull timeContract workWork at officeVisa sponsorshipWork visa
$125.6k - $209.4k
Overview:The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial clients at M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio, and ensuring compliance with credit policies...Full timeWork experience placementInterim roleWork at office$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...Full timeWork at office- ..., families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized... ...in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. The...Flexible hours
- ...Assistant to provide analytical, operational, and financial reporting support. You will work with the Academic Budget and Finance team to manage budget tracking, forecasting, and analytics. The role involves dashboards, data validation, and collaboration with academic units...Work at office
$1,000 per month
...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...Full timeInternshipLocal areaFlexible hours
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