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. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re 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 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. Responsibilities 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. Qualifications *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. Required Skills Job Type: Full-time Preferred Skills 401(k) Health insurance Life insurance Pay range and compensation package Additional incentives that help you get started on top of earned commissions and bonuses. #J-18808-Ljbffr
- ## Wealth Management AdvisorApplyremote type: Hybrid Flexlocations: New York, NY - 730 Third Avenuetime type: Full timeposted on: Posted Todaytime... ...Mission. Powered by Your Practice.**As a **Wealth Management Advisor**, you will develop a high-quality wealth management practice...SuggestedFlexible hours
Nuveen
New York, NY4 days ago $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...SuggestedFull timeRemote workMadison Partners
New York, NY3 days ago- ...stability of a Fortune 500 brand with a boutique, community-focused culture that empowers our advisors to put clients first. Opportunities We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated...SuggestedLocal area
MassMutual New Jersey-NYC
New York, NY4 days ago $50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for a Wealth Management Advisor to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed...SuggestedHourly payFull timeContract workPart timeWork experience placementRemote workFlexible hoursDataAnnotation
New York, NY3 days ago$99k - $232k
.../Sector FS X-Sector Specialism Corporate and Business Strategy Management Level Manager Job Description & Summary The Opportunity As a Strategy... ...Financial Services industry experience, including Asset & Wealth Management Excelling in business strategy and transformation...SuggestedH1bPricewaterhouseCoopers
New York, NY2 days ago- ...OnePoint BFG Wealth Partners Parsippany, New Jersey, United States (On-site) At OnePoint... ...are committed to empowering our partner advisors by providing exceptional financial... ...Sr. Planner partners directly with CEO & Managing Partner Andy Schwartz, CFP®, and his core...
OnePoint BFG Wealth Partners
New York, NY4 days ago - A State Farm Agency in Gray, GA is seeking a Financial Services Representative to assist clients with financial planning and investment strategies. The role requires 3+ years of experience in financial services, strong analytical abilities, and excellent communication ...Full time
Paulsheets
New York, NY2 days ago - ...UBS Financial Services INC is seeking a First Vice President, Financial Advisor in New York, NY. The role focuses on delivering comprehensive wealth management for international clients, primarily in Latin America, with multi-currency handling and offshore client engagement...
UBS
New York, NY2 days ago $275k
...driving new business opportunities. Deal Execution & Project Management Lead end-to-end execution of M&A, equity capital markets and debt... ...Client Coverage & Strategic Advisory Serve as a trusted advisor to corporate and financial sponsor clients across the consumer...Hourly payContract workShift workSantander US
New York, NY3 days ago$75k
...Dormont Manufacturing Co is looking for a Divisional Wealth Management Consultant in the United States, Pennsylvania. This role involves driving sales and working closely with financial advisors to meet sales targets. Applicants should have a degree in finance or a related...Dormont Manufacturing Company
New York, NY2 days ago- ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership... .... They are seeking experienced Senior Wealth Advisors to join their team in key regions... ...environments Strong relationship management and planning expertise Leadership and growth...Full timeWork at officeLocal areaRemote work
Next Level Recruiting, LLC
New York, NY4 days ago $88.4k - $132.6k
...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth... ...but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding...Full timeWork at officeCitigroup Inc
New York, NY3 days ago- ...Job Description Job Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our... ...goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Client Engagement:...Work experience placementLocal areaFlexible hours
Equitable Advisors
New York, NY7 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$80k - $90k
...STAFF ANALYST, OR REACHABLE ON THE STAFF ANALYST CIVIL SERVICE LIST. NYC DOT seeks to hire a Budget Analyst to join the Facilities Management Unit. The candidate must be an independent thinker with strong problem-solving abilities, a high level of initiative, and...Full time$80k - $90k
Job Description TO BE CONSIDERED FOR THIS POSITION CANDIDATE MUST BE PERMANENTLY SERVING IN THE MANAGEMENT AUDITOR TITLE, OR BE REACHABLE ON THE CIVIL SERVICE LIST. .** NYC DOT seeks to hire a Budget Analyst to join the Facilities Management Unit. The candidate must...Full time$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, NY4 days ago- ...are accurate and adhere to the agency’s requirements. Participate in technical budget activities including budget modifications, management of PS Budget accruals, journal entries, monthly variance reports, quarterly spending plans and other technical budget functions in...Permanent employmentFull timeRemote workFlexible hours2 days per week
New York City Department of Consumer and Worker Protection
New York, NY4 days ago - ...Job Overview The branch-based Private Client Advisor offers comprehensive financial planning and advice to individuals and families... ...skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of...
J.P. Morgan
New York, NY3 days ago $164k - $246k
...events. Technology Services plays a significant role in supporting the Firm’s systems and people. Position Summary The Portfolio Manager is a senior leadership role within the Technology PMO, responsible for the strategic planning, prioritization, governance, and delivery...Full timeContract workWork at office- ...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...Work at office
Empire State
New York, NY2 days ago $105k - $115k
...strategy. This is a rare opportunity to step into a visible leadership role shaping financial operations from the ground up. Budget Manager Salary: $105,000-$115,000 + 2% COLA + 403b + health benefits Staten Island, NY Why This Opportunity Stands Out: •...Remote workCreative Financial Staffing
New York, NY4 days ago$70.35k - $205.8k
...Key responsibilities of the Wealth Management Consultant Design and implement business changes that drive industry-specific, functional and digital operating model transformation, focusing on people and process. Understand the strategic direction set by senior management...Work at officeLocal areaAccenture
New York, NY5 days ago- ...A leading financial brokerage is seeking an entry-level Wealth Manager to work remotely across the United States. This role provides an opportunity for professionals to build relationships, educate clients on financial matters, and develop personalized financial plans...Full timePart timeRemote workFlexible hours
GFI Pros
New York, NY3 days ago $236.56k - $414.12k
...leading technology and exceptional service. Private Wealth Director The Private Wealth Director leads... ...segments. Serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management for clients. Drives organic growth through client...Temporary workFlexible hoursNorthern Trust
New York, NY3 days ago$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York... ...planning, and a holistic approach to wealth management. Our experienced team is committed to... ...are currently seeking a Wealth Management Advisor to join our growing team. This role is...Contract workFor contractorsWork at officeLocal areaBlue Ocean Wealth Solutions, LLC- A MassMutual Firm
New York, NY5 days ago$180k - $230k
...Responsibilities Lead the full lifecycle of complex client engagements from ideation to project scope definition to project management, delivery and presentation to C‑suite. Manage the overall client relationship building credibility and trust. Be responsible...Full timeTemporary workPart timeWork experience placementWork at officeLocal areaAon Corporation
New York, NY1 day ago$131.3k - $243.9k
...worldwide. Within the CoE organisation, the Portfolio & Operations team organises and drives CoE core operations: portfolio strategy & management, administration, budget planning, vendor management and procurement, managing cloud & software spend, Learning & Development, and...Full timeLocal areaWorldwideRelocation package- ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...skills At least 2 years in a Financial Advisor role or equivalent financial services experience... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$104.8k - $192.3k
...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,... ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role...Summer holidayWork at officeFlexible hours
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