Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor

$50k - $80k

Bankers Life company

Position Title: Wealth Management Trainee Compensation: $50,000 - $80,000 Job Description: 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 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 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. Why Join Us? Top-tier training with mentors and resources to help you succeed at every level. Your career, your pace by moving into a leadership role in as little as 12 months. Continuous support with tech tools, marketing leads, and team collaboration. Unlimited income streams include uncapped commissions, renewals, bonuses and more. Live life with exciting awards trips, lasting friendships, and true work-life integration. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS. Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser. Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value. #J-18808-Ljbffr Bankers Life company

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in San Francisco, CA vacancy
  • $48.08 - $52.88 per hour

    Wealth Management Advisor Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives... 
    Suggested
    Work experience placement

    TIAA

    San Francisco, CA
    2 days ago
  • $227.43k - $277.97k

     ...meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage... 
    Suggested
    Full time
    Work experience placement
    Local area

    US Bank

    San Francisco, CA
    1 day ago
  • $80 per hour

     ...settlement strategy. Create work products such as complex claim strategies coverage-position analyses authority requests litigation-management plans reserve rationales and escalation recommendations. Write golden reference responses at senior technical claims quality... 
    Suggested
    Hourly pay
    Weekly pay
    Full time
    Contract work
    For contractors
    Summer work
    Immediate start
    Remote work
    Home office

    Mercor

    San Francisco, CA
    a month ago
  • $75k - $160k

     ...: San Francisco, CA, United StatesPosted: 2026-10-08Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes...  ...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive... 
    Suggested
    Full time
    Temporary work
    Part time

    Goldman Sachs

    San Francisco, CA
    1 day ago
  • $70.32k

    J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas role at JPMorganChase Base pay range $70... 
    Suggested

    JP Morgan Chase

    San Francisco, CA
    3 days ago
  • $110k - $130k

     ...Salary Range: $110,000.00 To $130,000.00 Annually Job Description: Senior Asset Manager Job Title: Senior Asset Manager Department: Asset Management Reports To: Director, Asset Management Job Status: Exempt, Full-Time Compensation: $110,000.00 to... 
    Full time
    Temporary work

    Mission Housing Development Corporation

    San Francisco, CA
    3 days ago
  • $180k - $250k

     ...our fixed asset function as we grow rapidly across global data center infrastructure. In this senior individual contributor / people manager role, you will be responsible for the end-to-end fixed asset lifecycle — from capitalization policy and CIP tracking through... 
    Local area

    FluidStack

    San Francisco, CA
    1 day ago
  •  ...DHS Senior Budget Analyst IIInfiniSource Consulting Solutions (ICS), a 150+ employee government contractor specializing in Management Consulting, Information Technology, and Professional Services to the federal government. We tailor our services to meet the specific needs... 
    Temporary work
    For contractors

    INFINISOURCE CONSULTING SOLUTIONS

    San Francisco, CA
    3 days ago
  • $74.68k - $116.36k

    Budget AnalystYou will serve as a Budget Analyst with US Fish and Wildlife Service. This position is a Budget Analyst, GS-0560-11/12, located in the Southeast Region (AL, AR, FL, GA, KY, LA, MS, NC, SC, TN, PR) at an approved DOI Facility, in Region 4 of the Department...
    Night shift
    Weekend work

    U.S. Fish and Wildlife Service (USFWS)

    San Francisco, CA
    3 days ago
  •  ...both internal and external business partners. Coach adjuster teams to proactively adjust losses and utilize aggressive diary management system to achieve favorable inventory results and prompt resolution. Needs to work well with policyholders, brokers, attorneys... 
    Full time
    Contract work
    Temporary work
    Local area
    Home office
    Night shift

    Chubb

    San Francisco, CA
    23 hours ago
  • $150k - $160k

     ...Oversee compliance with institutional donors, family foundations and government grants. Maintain strong internal controls and risk management processes. Support strategic financial planning, forecasting, and budgeting. Improve financial systems, processes, and... 
    Permanent employment
    Full time
    Seasonal work
    Local area
    Monday to Friday
    Night shift
    Weekend work

    Booker T. Washington Community Service Center

    San Francisco, CA
    4 days ago
  •  ...our clients. Financial Reporting & Monthly Close Own and manage monthly close for multiple clients. Prepare financial statements...  ...99s, franchise/state filings). Coordinate with external tax advisors on income tax and credits. Support regulatory adherence and... 
    Remote work

    Remote Services Inc.

    San Francisco, CA
    1 day ago
  • Financial Investigator Employment Type: Full-Time, Mid-Level CGS is seeking a Financial Investigator to join our team providing legal support and investigative services to a large federal agency. CGS brings motivated, highly skilled, and creative people together...
    Full time
    Interim role
    Local area
    Flexible hours

    Contact Government Services LLC

    San Francisco, CA
    23 hours ago
  •  ...experts across more than 60 countries, Turner & Townsend is an independent professional services company specializing in program management, project management, cost management and consulting across the real estate, infrastructure, and natural resources sectors. In... 
    Flexible hours

    AMCL

    San Francisco, CA
    10 hours ago
  •  ...SUMMARY: The Corporate Controller oversees all aspects of the company’s financial management and accounting operations. This includes directing corporate accounting activities, maintaining system integrity within the ERP and related financial platforms, and ensuring accurate... 
    Local area
    Flexible hours

    Renew Cannabis Co.

    San Francisco, CA
    4 days ago
  •  ...Financial Operations end to end, spanning close and reporting, technical accounting, audit, payroll, equity administration, cash management, procurement, AP, billing, and collections. You will also lead the evolution of our finance systems and controls as we build toward... 

    Gimlet Labs

    San Francisco, CA
    1 day ago
  • House Buyers of America is seeking a Real Estate Acquisition Consultant for a fully remote role. You will follow up on leads, value properties, analyze comps, and close deals while performing extensive due diligence on acquisitions. You will negotiate, prepare contracts...
    Remote work

    Remote Services Inc.

    San Francisco, CA
    1 day ago
  • $227.43k - $277.97k

     ...meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues providing counsel and expert advice in all areas of Wealth Management. This position requires National... 
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    San Francisco, CA
    1 day ago
  •  ...Episcopal Community Services (ECS) in San Francisco seeks a Director of Property Management to lead daily operations across the permanent supportive housing portfolio. You will supervise onsite managers, drive compliance with LIHTC, HUD, and local requirements, and partner... 
    Permanent employment
    Local area

    Episcopal Community Services (ECS)

    San Francisco, CA
    1 day ago
  • $150k - $175k

     ...relevant experience to a new industry, join our team as we help shape a brighter way forward. Senior Director, Property and Asset Management Healthcare Division Position Overview The Senior Director, Property and Asset Management serves as the strategic leader... 
    Daily paid
    Work at office
    Local area
    Remote work

    Jones Lang LaSalle Incorporated

    San Francisco, CA
    1 day ago
  • $70k - $90k

     ...Position Overview: Our client is a successful, growing wealth management firm specializing in helping technology professionals and high...  ...seeking a motivated, detail-oriented Associate Wealth Management Advisor who is excited to learn, grow, and build a rewarding career... 
    Remote work
    Flexible hours

    Claire Myers Consulting

    San Francisco, CA
    1 day ago
  • $80k - $88k

     ...Dignity Take Smart Risks Be transparent Solve for today and tomorrow Spark each other’s strengths About The Role: The Sr. Property Manager will be based at our City Gardens Permanent Supportive Housing site in San Francisco’s SoMa neighborhood. The Property Manager provides... 
    Permanent employment
    Contract work
    Work at office
    Remote work
    Flexible hours

    Abode Family

    San Francisco, CA
    2 days ago
  • A property management company seeks a part-time Senior Property Manager in San Francisco. The role involves overseeing daily operations, maintaining resident relations, and managing property leasing activities. Responsibilities include handling maintenance requests, marketing... 
    Part time
    Local area

    Eugene Burger Management Corporation

    San Francisco, CA
    2 days ago
  • $154k - $303k

     ...K) and the earnings release process, and serve as the primary management point of contact for external auditors Own the monthly, quarterly...  ...entities, partnering with regional finance teams and external advisors Lead and drive major finance transformation initiatives... 
    Local area
    Worldwide

    Realm

    San Francisco, CA
    1 day ago
  • $10k - $100k

    Nomadic Closer is currently partnering with a fast-scaling $3M public speaking & coaching brand helping entrepreneurs land TEDx talks, build authority, and scale their coaching businesses. Due to rapid growth and a target to exceed $5M+ in the next 90 days , we are...
    Immediate start
    Remote work

    Nomadic Closer

    San Francisco, CA
    1 day ago
  •  ...About The Role: As a CBRE Sr Property Manager, you will lead all aspects of a Class A Office high-rise. Oversee all marketing, operations and financial activities. This job is within the Property Management job function. They are responsible for operating buildings... 
    Contract work
    Work at office

    CBRE Group, Inc.

    San Francisco, CA
    10 hours ago
  • $96.64k - $120.8k

     ...inspections or internal firm quality reviews ~ Proven experience leading audit engagements, supervising associate auditors, and managing client/stakeholder relationships. ~ Bachelor degree in Accounting, Finance, Business Administration or a related field. ~ Deep... 
    Local area
    Remote work
    Worldwide

    Twilio

    San Francisco, CA
    4 days ago
  •  ...regulatory compliance. The role requires strong knowledge of health and welfare claims, contracts, and coding standards. You will mentor staff, manage performance, and collaborate with clients to implement and validate new plans. #J-18808-Ljbffr Zenith American Solutions

    Zenith American Solutions

    San Francisco, CA
    1 day ago
  •  ...while collaborating with internal partners to refine investment theses and build sector insights. Day-to-day responsibilities include managing deal pipelines, performing due diligence, preparing investment memos and presentations, representing the firm at industry events,... 
    Full time

    IXSAR Capital

    San Francisco, CA
    23 hours ago
  •  ...Vice President, Corporate Controller About the Company Progressive open-source database management platform Industry Computer Software Type Public Company Founded 2007 Employees 5001-10,000 Categories Cloud Computing Database Open... 

    Confidential

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!