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
$70k
...WB Residential Communities is in search for an experienced Property Manager for Brookview Commons in Deer Park, NY. As Property Manager, you will be responsible for the day-to -day management and on-site staff and property. ESSENTIAL FUNCTIONS: Position will perform...SuggestedFull timeLocal area$250k - $300k
...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 implementation...SuggestedWork at officeRemote work- ...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
$120k - $140k
...development of Accounts Receivable and Accounts Payable staff. You’ll ensure the accuracy and integrity of our financial records, manage month- and year-end close processes, and support the preparation of timely and accurate financial reports. This role is a critical...SuggestedFull time- ...Perks Careers 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...SuggestedWork experience placementLocal areaFlexible hours
- ...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
$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- ...• Exposure to DCAA requirements or similar compliance-driven accounting standards. • Strong analytical skills with a high level of accuracy and attention to detail. • Ability to manage multiple priorities and communicate effectively with internal stakeholders.
$183k
...STRIP THIS BLOCK FROM META POSTS. roofing sales, sales closer, in-home sales representative, outside sales representative, project advisor, solar sales, HVAC sales, window sales, siding sales, home improvement sales, construction sales, commission sales, high ticket...Work at officeDay shift- Responsibilities: Oversee day-to-day accounting operations across AP, AR and the General Ledger Lead, mentor and develop members of the accounting team Take ownership of month-end and year-end close Ensure financial transactions and reporting are accurate, complete ...
$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...- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...
- Financial AdvisorJoin us at Eastern Advisory Group, where you'll play a crucial role in shaping the financial future of families and businesses. You're backed by a company with over 175 years of stability and recognized as one of Forbes America's Best Insurance Companies...
$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- ...detail-oriented Corporate Insurance and Benefits Administrator to oversee and administer the company's insurance programs and risk management activities. This position is responsible for managing all corporate insurance policies, including workers' compensation, employee...Contract workFor contractorsWork experience placementFor subcontractorWork at officeWorldwideFlexible hours
$100k - $125k
...Property Manager | New York City Residential Rental Portfolio | Semi-Remote Seeking a skilled Property Manager to oversee day-to-day operations for a portfolio of residential rental properties. This role requires hands-on leadership across tenant relations, property...Immediate startRemote work$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- ...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
- ...financial strategies and stellar personal service. We currently manage over $400M in assets and work with individuals and small... ...clients expect while providing day-to-day support to our financial advisors. From opening new accounts and processing service requests to preparing...Full timeWork at officeRemote work
- Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up ...InternshipMonday to Friday
$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description & SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations...Full timeH1b$90k
...making. Eagerness to learn and adapt, with a commitment to ongoing professional development and training. Demonstrated ability to manage time efficiently, balancing multiple tasks and priorities. Familiarity with financial products and services, with a willingness...Permanent employment$105.6k - $130k
...experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Property Manager at JLL, you will provide leadership to your team and outstanding customer service to your clients, while managing an Industrial...Daily paidLocal area$100k - $130k
...right candidate Status: 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...- ...support the accounting function and help ensure the accuracy and integrity of financial reporting. This role plays a key part in managing the close process, maintaining internal controls, supporting financial analysis, and overseeing day-to-day accounting operations in...Full timeLocal areaRemote work
- ...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,...Full time
- ...and maintain processes to record transactions by department and compare actual results to budget Serve as the enterprise risk management lead for PLD, including oversight of insurance programs Supervise the preparation of monthly financial reports, periodic reforecasts...Temporary work
$135k - $175k
...collaborate because every voice matters, every person counts! Job Summary : Hanover Bank is looking for a full-time Cash Management Sales Officer to join our team. The Cash Management Sales Officer is responsible for driving revenue growth by selling cash management...Full timeTemporary work$70k - $80k
...transaction records and documentation. Assist with resolving settlement, funding, or disbursement discrepancies in a timely manner. Manage multiple transactions and deadlines while maintaining a high level of accuracy and attention to detail. Provide responsive and...Immediate startFlexible hours- ...0.00 - $180,200.00Target Openings1What Is the Opportunity?Travelers' Claim Account Executives (CAE) team collaborates with Claim management, underwriting, marketing, and business insurance partners to deliver our claim value proposition and create a customized claim service...Full timeLocal area
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