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: 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. #J-18808-Ljbffr
$16.28 - $25.06 per hour
...resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to...Suggested- 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
- ...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...SuggestedFlexible hours
- ...Budget Analyst to perform the following duties: Prepare / assist in developing budget and cost estimates Assist the Senior Managers in reviewing the cost proposals for completeness, accuracy and compliance with the requirements Review expenses and analyze trends...SuggestedWork experience placementWorldwideFlexible hours
$120k - $130k
...Search Firm. The GO-TO Recruiter in Real Estate! About the Opportunity This is an opportunity for an experienced real estate sales manager or real estate sales agent, preferably with prior management experience, or an attorney, for our a Senior Managing Director position...SuggestedFull timeWork at officeLocal area- ...Oversight : Provide professional response to tenant inquiries; maintain detailed property condition reports (Roof, HVAC, Paving); and manage new tenant transitions (delivery notices/rent commencement). Project & Vendor Management : Obtain bids and supervise contractors...For contractors
- ...candidates with a Bachelor's Degree in Accounting or Finance. Responsibilities include preparing budget estimates, assisting senior management, and reviewing cost proposals for accuracy. The role emphasizes cost analysis and developing efficiency strategies. Eligible...Flexible hours
$147k - $241.5k
...general liability and pollution related matters.Responsibilities include delivering superior business results through effective team management and the resolution of all claims activities. This position works within broad authority limits on assignments requiring a high...Full timeWork experience placementWork at officeLocal area- ...highly organized Corporate Insurance and Benefits Administrator to oversee and administer the company’s insurance programs and risk management activities. This role manages all corporate insurance policies including workers’ compensation, health and welfare benefits,...
$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$40k - $60k
Overview We are seeking a detail-oriented and knowledgeable Title Insurance Processor. The ideal candidate will possess strong communication skills, great customer service, and understand the urgency of responding to emails and requests in a timely manner. Duties...Full timeLocal area$97k - $189k
...potential. This individual contributor position works closely with senior level leaders and within the broadest authority limits, to manage the most complex, highest exposure commercial claims for a specialized line of business. Responsibilities include the management of...Full timeWork experience placementWork at officeLocal areaShift work$115k - $130k
...outcomes for carriers, clients, and internal stakeholders. This is a desk-based role. Responsibilities Supervise a Team: Manage a team of claims adjusters, providing guidance, training, and support to ensure high-quality claim assessments and exceptional...Temporary workWork experience placementRemote workFlexible hours- 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...
$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$105.6k - $130k
...relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves:As a Property Manager at JLL, you will provide leadership to your team and outstanding customer service to your clients, while managing an Industrial portfolio...Full timeLocal area$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth...Temporary workWork experience placement$75.9k - $126.5k
...Financial Advisor - Long Island Join Wilmington Advisors @M&T in our Long Island market... ...delivering sophisticated investment and wealth planning solutions to affluent and high-... ...investment, insurance, and wealth management solutions Lead portfolio reviews and...Work experience placement- ...Financial AdvisorJoin Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built over 175 years, of helping families and businesses thrive. As a Financial Advisor, you'll...
- ...M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales...
- ...opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will... .... Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships...Work at officeLocal area
$100k - $130k
...flexibility for the right candidateStatus: DIRECT HIRE, FT, On-site Mon-Fri Position Overview:The Controller will be responsible for managing the day-to-day accounting operations of the business, including payroll, AP/AR, billing, cash management, reconciliation, expense...- ...liability, professional liability (E&O), cyber, automobile, and property. You will coordinate renewals with brokers and carriers, manage employee health and welfare plans, ensure ACA/ERISA compliance, and drive cost controls while supporting risk management and safety...
- ...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
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...clients meet their tax obligations while managing the impact tax has on their business. You... ...complex problems- Serve as a strategic advisor, leveraging specialized knowledge and...Full timeH1bLocal areaOverseas- ...years, of experience in accounting and budget preparation.Previous experience with budget creation and analysis.Knowledge in fiscal management for government contracts; Federal, State, and City agencies, including but not limited to NYC DHS, NYC DOHMH, NYC HRA, NYC HPD,...Minimum wageLocal area
$23.17 - $26 per hour
Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...Flexible hoursWeekend work$25.07 - $41.79 per hour
...refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities Play key role in Relationship...Hourly pay$23.17 - $26 per hour
Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...Flexible hoursWeekend work- ...laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash...Work at officeFlexible hoursShift workWeekend workDay shift
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