Wealth Management Advisor
Bankers Life
What are you looking for in your next opportunity—growth, purpose, ownership, and real impact?
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
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. xhyhwjd Additional licensing exams are required to become a Financial Advisor.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
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- ...relationships, and grow into a business owner and trusted advisor over time. Our advisors work with... ...term financial plans centered around protection, wealth accumulation, retirement planning, investment management, and legacy planning. More importantly, they build...SuggestedFull timeWork at officeLocal area
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Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA NY New York City 66 Hudson Blvd E: USA NY Uniondaletime... ...York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance...Work at officeLocal areaWorldwide- ...Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t. At... ...meetings. We handle the technology. Automated portfolio management and rebalancing. Digital onboarding from start to finish....Full timeRemote work
- ...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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...and cybersecurity; biology, health professions, and medicine; architecture and design; engineering; IT and digital technologies; management; and energy and sustainability. A nonprofit, independent, private, and nonsectarian institute of higher education founded in 1955...Work at officeLocal areaWorldwide3 days per week- ...Job Description Job Description HUD Compliance & Recertifications Manage all aspects of HUD Section 8 compliance. Verify income, assets, employment, and household composition. Process EIV reports and resolve all discrepancies. Ensure all resident files...For contractors
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...transformation projects span Business Threads, inclusive of tax compliance and advisory client service delivery for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect Tax services, as well as cross-thread activities such as...Work at officeLocal areaVisa sponsorship$100k - $250k
...Company vehicle and gas card, subject to company policy and eligibility ~ Health and dental benefit options ~ Ongoing coaching and manager-assisted closing support ~ Opportunities for advancement into training, management, and leadership Compensation is not...Full timeAfternoon shift$90k
...every human life is sacred, we are seeking a Compliance and Internal Auditor who is passionate about ethical leadership, risk management, continuous improvement, and mission-driven service. Reporting directly to the Chief Executive Officer, you will play a key...Work at office- ...administrative and operational support to the Credit team.Assist with special projects, reporting, and other duties as assigned by management.ADDITIONAL ACCOUNTABILITIESPerforms special projects, and additional duties and responsibilities as required.Consistently adheres...Full timeWork at officeLocal area
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...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient...Work at office
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