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

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 Bankers Life

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in East Setauket, NY vacancy
  •  ...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...  ...your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of the... 
    Suggested
    Traineeship

    Bankers Life

    Setauket, NY
    2 days ago
  •  ...requires a 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... 
    Suggested
    Work experience placement
    Worldwide
    Flexible hours

    asrinternationalcorp

    Hauppauge, NY
    3 days ago
  • $63.67k - $81.71k

    Position Summary At Stony Brook Medicine, the Staff Financial Analyst, reporting to the Director of Budget & Cost, will be part of an integral team that will compile data and statistics from various hospital departments, assist in monthly financial reports, complete surveys...
    Suggested
    Full time
    Day shift

    Socket.dev

    Setauket, NY
    2 days ago
  •  ...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,... 
    Suggested
    Full time

    CBIZ Talent Solutions

    Central Islip, NY
    2 days ago
  •  ...time, ranging from $1M–$10M, with timelines spanning a few weeks to 2–6 months. You’ll partner closely with leadership and project managers to ensure financial accuracy, profitability, and strong business performance. What You’ll Do Own and monitor daily cash flow,... 
    Suggested
    Work from home
    Visa sponsorship

    Talent Edge Recruiting

    Central Islip, NY
    3 days ago
  • $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... 
    Full time
    Work at office
    Local area

    Upward On Inc

    Smithtown, NY
    13 hours ago
  • $18.5 - $23.42 per hour

     ...individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager. 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able... 
    Full time
    Temporary work
    Part time
    Bank staff
    Work visa
    Flexible hours

    NBT Bank

    Saint James, NY
    3 days ago
  • $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 time
    Temporary work
    Work experience placement

    M&T Bank

    Hauppauge, NY
    3 days ago
  • Morgan Stanley is seeking a Fund Services Portfolio Analytics Associate/Director to deliver performance, risk and reporting solutions for hedge fund clients. The role spans quantitative analysis, client interaction and development of new analytics tools within the Portfolio...

    Morgan Stanley

    Central Islip, NY
    4 days ago
  • $90k

     ...Join 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're guide clients through... 

    Eastern Advisory Group

    Hauppauge, NY
    2 days ago
  • $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 work
    Work experience placement

    M&T Bank

    Hauppauge, NY
    1 day ago
  • Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...
    Flexible hours

    WizeHire

    Hauppauge, NY
    3 days ago
  • $100k

    Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...
    Flexible hours

    Eastern Advisory Group

    Hauppauge, NY
    3 days ago
  • $18.83 - $29.28 per hour

     ...Financial Center Associate**Location**Hauppauge, NY 11788**Job Summary**The Senior Financial Center Associate assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policy and... 
    Work at office
    Local area

    Flagstar Bank

    Hauppauge, NY
    3 days ago
  • $28.85 - $33.65 per hour

     ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through...  ...stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that... 
    Hourly pay
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Rocky Point, NY
    13 hours ago
  • $19.5 - $23 per hour

    Overview Founded in 1935, Webster is a leading commercial bank dedicated to putting people first and helping individuals, families, businesses, and colleagues achieve their financial goals. Our values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence...
    Flexible hours
    Weekend work

    Webster Bank

    Rocky Point, NY
    3 days ago
  • $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 hours
    Weekend work

    Webster Bank

    Kings Park, NY
    3 days ago
  • $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 hours
    Weekend work

    Webster Bank

    Kings Park, NY
    3 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Holbrook, NY
    3 days ago
  •  ...regulatory standards. Depth & Scope: Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals Engages clients with... 
    Work at office

    TD Bank

    Patchogue, NY
    1 day ago
  • Bank of America is hiring to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. You will have in-depth conversations to understand financial goals and connect clients to suitable solutions. The role requires strong...
    Weekend work

    Bank of America

    Central Islip, NY
    3 days ago
  • $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

    M&T Bank

    Commack, NY
    3 days ago
  • $50k - $80k

     ...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers... 
    Local area

    LPL Financial Holdings, Inc.

    Nesconset, NY
    4 days ago
  • $17.74 - $29.57 per hour

     ...existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities Responsible for providing exceptional... 
    Full time
    Part time
    Work at office

    RadNet

    Central Islip, NY
    4 days ago
  • $25 - $38.46 per hour

     ...Ridge, New York 12484**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...and deepening the relationship of current clients; effectively managing internal and external centers of influence.* Ensuring compliance... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Ridge, NY
    4 days ago
  •  ...and grow relationships through credit and service. You will support daily branch operations with the Assistant Branch Manager, refer lending and wealth-management opportunities, and ensure accuracy, confidentiality, and compliance while helping members achieve financial... 

    Suffolkcu

    Sound Beach, NY
    2 days ago
  • Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to...

    Suffolkcu

    Smithtown, NY
    3 days ago
  •  ...addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily... 
    Local area
    Flexible hours
    Night shift

    Suffolkcu

    Miller Place, NY
    3 days ago
  •  ...outreach. You will learn about customers’ goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence.You will support account openings, service requests, and credit applications while working closely... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Central Islip, NY
    4 days ago
  •  ...existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities Include But Are Not Limited To Focus on... 
    Work at office

    Valley Bank

    Central Islip, NY
    5 days ago

Do you want to receive more vacancies?

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