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:
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.
*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.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
$250k - $300k
...doing: 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...SuggestedWork at officeRemote work$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...SuggestedHourly pay$72k - $96k
...tasked with the sale of non-deposit investment products within a banking environment for ABS Associates of New York, Inc., the wealth management division of Apple Bank. The ideal candidate will consistently achieve monthly and ongoing production objectives. This role...Suggested- ...play a key leadership role in maintaining the integrity of financial operations, strengthening internal controls, optimizing cash management, and driving operational and strategic alignment between accounting and business operations. Key Responsibilities Oversee...Suggested
- ...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
- Stony Brook University’s Office of Financial Aid and Scholarship Services seeks a Financial Aid Assistant to support students and families with applications, eligibility, awards, and guidelines. The role provides direct customer service in person, by phone, and via email...Work at office
- ...not limited to): Scheduling internal audit activities in a punctual manner; Following up promptly with client requests; Managing lower-level staff members on essentially all internal audit activities, including (but not limited to): overseeing and reviewing...Full timeWork at officeRemote work
- FourLeaf Federal Credit Union in Centereach, NY is seeking a Member Value Personal Banker to deepen member relationships through proactive outreach and strategic product recommendations. The role emphasizes sales goals, accurate transaction handling, and collaboration with...Weekend work
- Assistant/Associate/Full Professor of Finance Location: College of Business, Stony Brook University Open Date: Sep 08, 2026 Deadline: Dec 08, 2026 at 11:59 PM Eastern Time Description Position Description The College of Business at Stony Brook University invites applications...Full time
- FNBO is seeking a Personal Banker to welcome customers, process routine transactions, and tailor recommendations to each client’s financial goals. The role emphasizes understanding customer needs, building relationships, and adhering to regulatory standards in a vibrant...
- Santander Consumer USA Inc. is seeking a Relationship Banker I to assist Banking Center customers and support sales, service, and operations goals. You will process customer financial transactions and use strong communication to uncover needs and build relationships across...
- ...challenging work environment at a young, fast-paced, growth-oriented firm with opportunities for advancement. An understanding management team that works with you to achieve a positive work/life balance. An environment where individuality is encouraged and where...For subcontractorWork at officeRemote work
- ...completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management. We are seeking a Commercial Lines Account Manager o join our growing team. Can you deliver exceptional customer service? Are...Full timeWork at officeLocal areaImmediate startShift work
- ...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...Work experience placementLocal areaFlexible hours
- Allstate Insurance Agency - Briana Ray in Bohemia, NY is seeking a licensed P&C and/or Life professional to join our collaborative team. You will quote, sell, and bind auto, home, and bundled policies while delivering exceptional service to an existing book of business....
- Apple Bank for Savings, through ABS Associates of New York, Inc., seeks a Financial Consultant to sell non-deposit investment products within a banking environment on Long Island (Smithtown, Ronkonkoma, East Setauket). The role targets meeting monthly sales objectives and...
- Morgan Stanley is seeking a Mobile Product Manager to support the Digital Client Experience & Platforms teams for Wealth Management and E*TRADE mobile apps in Purchase, NY. You will drive modernization of mobile platforms, expand digital capabilities, and ensure alignment...
- ...your future while building your career. 24 Paid Days Off/Year - Because work-life balance matters. Now Hiring: Assistant Property Manager - Bohemia, Long Island Full-Time | Weekend Availability Required | $2,000 Sign-On Bonus Are you a natural problem-solver who loves...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
- Brightway Living & Learning is seeking an Internal Auditor Accountant to help fulfill its mission by auditing the finances of petty cash accounts and ensuring compliance with grant requirements. You will analyze documentation and prepare financial statements, contributing...
$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- ...Job description Damianos Realty Group LLC, a growing commercial office, retail and industrial property owner seeks a property manager to oversee the daily operations of a portfolio of properties under management. The Property Manager has the primary responsibility...Full timeFor contractorsRelocationMonday to FridayFlexible hoursShift workWeekend work
$65k - $75k
Hollywood Drive 99 Hollywood Drive Smithtown, NY 11787, USA Internal Auditor Accountant Full time, Salaried Salary Range: $65,000-$75,000/year Shift Available: Monday-Friday 8:30am-4:30pm About Brightway Living & Learning: Brightway Living & Learning is a premier ...Full timeLocal areaMonday to FridayShift work- Gilder Search Group is partnering with a multi-national electronics manufacturer to appoint a Corporate Controller who will lead global accounting operations and financial reporting. Reporting to the CFO, this newly created role offers real influence over ERP migration ...
- Teachers Federal Credit Union in Hauppauge, NY seeks an experienced accountant to perform moderately complex accounting activities, support timely general ledger close, and contribute to financial reporting and regulatory processes. The role requires a bachelor’s degree...
- Venture Home Group is seeking a results-driven Solar Sales Consultant to join our growing residential energy team in the New York area. This role targets closers with a proven track record in sales and the ability to educate homeowners about solar incentives and financing...
$115k - $190k
...Portfolio Solutions team provides investment products, portfolio management services, and Tax Management solutions for Consulting Group... ...overall relationship management to Morgan Stanley’s Financial Advisors and their clients.Portfolio Management Position SummaryThe primary...Temporary work- Morgan Stanley Wealth Management seeks an Executive Director level attorney to support its Alternative Investments and Private Markets platforms. The attorney will advise on the structuring, distribution, marketing, diligence and ongoing support of alternative investment...
$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... ...with their long-term goals and aspirations. Educate clients on wealth management, retirement planning, life insurance, and business owner...- .... ~ Schwab Training and Development To set you up for success, y ou'll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, f ollowed by an immersive weeklong bootcamp to connect...
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