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
- Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand...SuggestedFull timeWork at officeFlexible hours
$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
...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- ...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
- ...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...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- ...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
- 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...
$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...
$97k - $189k
...contributor role offers a unique opportunity to work alongside senior leadership and operate within the highest levels of authority to manage the most complex, high-stakes Specialty claims. You’ll take ownership of high-severity D&O and E&O matters involving public...Full timeWork experience placementWork at officeLocal areaShift work- ...experienced accounting professional to support financial reporting and the monthly close. The role focuses on GAAP-compliant ledger management and accurate reconciliation across multiple accounts. With a minimum of two years in accounting and a 4-year degree, you’ll...
- 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...
$150k - $175k
...represent. Significant property insurance claims leadership experience is required. Candidates without direct property claim management experience will not be considered. What You'll Do Lead a High-Performing Claims Organization Provide strategic...Full timeFor contractors$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$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...$88.4k - $132.6k
...00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding...Full timeWork at office$88.4k - $132.6k
...00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding...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
- ...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
$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$23.08 - $26 per hour
845 Wheeler Road, Hauppauge, New York, 11788, USA 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...Flexible hoursWeekend work$99k
...Job Description Job Description Join us at Eastern Advisory Group as an Experienced Financial Advisor, where you'll be instrumental in shaping the financial future of families and businesses. With the support of a partner boasting over 175 years of stability, you'll...Permanent employment$125k - $150k
...reconciliation of bank and general ledger accounts and oversight of departmental daily processes. The incumbent will be responsible for managing the Staff Accountant (Equipment), and other direct reports, while also providing administrative and technical supervision of staff...Full timeTemporary work- ...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...Full timeFor subcontractorWork at officeRemote work
$28.85 - $33.65 per hour
...goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- Teachers Federal Credit Union invites applications for the Financial Services Representative II in Hauppauge, NY. The role focuses on building member relationships and guiding customers to use online and mobile banking tools, ATMs, and in-branch services. Candidates should...
$24.5 - $28 per hour
A financial services organization in New York is seeking a Senior Financial Services Representative to engage with members and meet their financial needs. This role requires strong communication skills and experience in customer service and sales. The ideal candidate will...Hourly pay
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