Wealth Management Advisor
Bankers Life
Job Description
What are you looking for in your next opportunity—growth, purpose, ownership, and real impact?
\nAt 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.
\nBacked 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.
\nWe support you every step of the way:
\nNo finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
\nFirst step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
\nNext, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
\nAward winning mentorship and training programs that support your move into wealth management and sales leadership.
\nStarting out? Additional incentives that help you get started on top of earned commissions and bonuses.
\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.
\nJob Type: Full-time
\nBenefits:
\n \n- \n
- 401(k) \n
- Dental insurance \n
- Health insurance \n
- Life insurance \n
- ...operating and capital budgets. Produces the census report and admits and discharges log daily. Assists senior financial analyst and budget manager with payroll corrections and re-classes. Assists senior financial analyst and budget manager with preparing month end journal...SuggestedFull time
$100k - $200k
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$126.5k - $166.3k
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$100k - $250k
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...rapidly expanding, and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their financial goals. Successful...Work at office- ...reconciliations, and variance analyses Support the preparation of financial statements and SEC filings Collaborate closely with teams managing commercial mortgage loans and property operations to ensure accurate accounting and compliance Prepare audit schedules and...Full time
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$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- ...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
$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$55k
...Schedule: Monday-Friday, 9am - 5pm Essential Job Functions: Provide financial reports and analysis to ensure Program Managers have the information and understanding needed to make effective decisions. Liaise with Program Managers to confirm actuals and...Full timeContract workSummer workMonday to Friday$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... .../Banker who leads with investments. Manage, develop and retain full-service... ...degree with 7+ years' experience in the wealth management industry as either a Financial...$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...- ...not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with...
$94.54k - $143.02k
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...Future Leaders: Property Manager Central Self Storage is known for developing extraordinary leaders who drive business success by doing the right thing for our customers. As a Central Self Storage leader, you take action to make a positive difference every day, and you...Flexible hours$100k - $200k
...About Us: Blue Ocean Wealth Solutions is seeking a driven Financial Advisor to join our award-winning wealth management firm in Roslyn, NY . Backed by MassMutual's 175-year legacy, this role offers an elite framework for entrepreneurial professionals to build a...Full timeContract workFor contractorsWork at officeLocal areaWork visaFlexible hours$50k
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...Financial Services Team Associate Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth Solutions, LLC helps individuals... ..., insurance solutions, fee-based financial plans, and wealth management services, supported by our in-house Financial Planning Team**...Full timeContract workFor contractorsWork at officeWork visa
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