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
- 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
$55k - $75k
...Client Relationship Manager | Wealth Management Experience Required | Brentwood, TN Wealth management clients are not just account numbers... ...Manager to serve as the bridge between clients and financial advisors. This is a role with a defined career path toward either...SuggestedFull timeWork at office$250k - $300k
...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 implementation...SuggestedWork at officeRemote work- ...of 15 years of experience in commercial credit or real estate finance.Preferred 20 years of experience in executive-level credit management roles.Proven expertise in credit risk assessment and portfolio management.Strong leadership skills with a track record of managing...Suggested
- ...Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a dynamic Property Manager to join the team at our successful property management company. The Property Manager is responsible for directly managing all aspects...SuggestedWork experience placementLocal areaFlexible hours
$120k - $140k
...development of Accounts Receivable and Accounts Payable staff. You’ll ensure the accuracy and integrity of our financial records, manage month- and year-end close processes, and support the preparation of timely and accurate financial reports. This role is a critical...Full time- Responsibilities: Oversee day-to-day accounting operations across AP, AR and the General Ledger Lead, mentor and develop members of the accounting team Take ownership of month-end and year-end close Ensure financial transactions and reporting are accurate, complete and...
- ...future while building your career. ~24 Paid Days Off/Year – Because work-life balance matters. Now Hiring: Assistant Property Manager – Bohemia, Setauket, Huntington Full-Time | Weekend Availability Required | $2,000 Sign-On Bonus Are you a natural problem-...Full timeImmediate startRelocation packageWeekend work
- ...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...For contractorsLocal area
$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- 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...
$97k - $189k
...Provider professional liability claims. This role is responsible for analyzing complex coverage matters, driving claim resolution, managing complex litigation including risk transfer opportunities, advising leadership on legal and claim risks, and partnering with...Full timeWork experience placementShift work$183k
...STRIP THIS BLOCK FROM META POSTS. roofing sales, sales closer, in-home sales representative, outside sales representative, project advisor, solar sales, HVAC sales, window sales, siding sales, home improvement sales, construction sales, commission sales, high ticket...Work at officeDay shift- Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up ...InternshipMonday to Friday
$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...Temporary workWork experience placement- ...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
$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$72k - $141k
...matter, feel connected to meaningful work, and are supported in using their talents to their fullest potential.Under general direction manages a team of claims professionals for our General Liability line of business. Responsibilities include overseeing all claim resolution...Full timeWork experience placementWork at officeLocal 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 areaFlexible hoursShift work- ...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,...Flexible hours
$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...- ...Relationship Banker in a branch to represent the brand with hospitality and use cutting-edge financial technology. You will acquire, manage, and retain client relationships, applying financial knowledge to offer thoughtful solutions that address clients' needs....
$90k
...making. Eagerness to learn and adapt, with a commitment to ongoing professional development and training. Demonstrated ability to manage time efficiently, balancing multiple tasks and priorities. Familiarity with financial products and services, with a willingness...Permanent employment$99k
...financial future of families and businesses. As a Financial Advisor, you're not just part of any team; you're backed by a company... ...their long-term goals and aspirations. Educate clients on wealth management, retirement planning, life insurance, and business owner strategies...Permanent employment$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...Full timeH1b- ...Title: Commercial Lines Insurance - Manager Location: Princeton, NJ (ON SITE) Salary: $180,000k - $200,000k + RELOCATION ASSISTANT + bonus Our client is offering a relocation package for individuals Summary: The Commercial Lines Insurance Manager is responsible for overseeing...Work experience placementWork at officeRelocation package
- ...Responsibilities: Oversee all day-to-day accounting operations, including general ledger, month-end close, and financial reporting Prepare and manage timely, accurate bank reporting and internal financial statements Drive cleanup of existing processes and implement efficient,...Full time
- ...responsible for overseeing all financial activities of the business including the review of the monthly financials, reporting on trends to management, preparing and reviewing budget to actual performances and working on cash flow issues. Additionally, the Controller is...Work at officeWorldwide
- ...and maintain processes to record transactions by department and compare actual results to budget Serve as the enterprise risk management lead for PLD, including oversight of insurance programs Supervise the preparation of monthly financial reports, periodic reforecasts...Temporary work
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