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
- ...through proactive sales/service efforts. Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc. Deliver exceptional customer experience that follows Trustmark’s service standards. Continually safeguard the bank...SuggestedNight shift
Trustmark
Shirley, NY2 days ago $80k - $100k
...CEO and Audit Committee regarding the effectiveness of internal controls. Prepare reports of findings and recommendations for management. Facilitate annual risk assessment process to identify control deficiencies. Review user access changes to ensure...SuggestedFull timeWork at officeMonday to FridaySuffolk County Water Authority
Oakdale, NY4 days ago- ...A 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 your...SuggestedFor subcontractorWork at officeRemote work
Cerini & Associates
Bohemia, NY2 days ago - ...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
Gabrielli Truck Sales
Medford, NYa month ago $80k - $200k
Financial Planner Vista Wealth Solutions | MassMutual Multiple Locations: Greater Philadelphia... ...team as a Financial Planner, balanced advisor providing a holistic approach to clients.... ..., and centers of influence. Build and manage your own client base and financial...SuggestedWork at office- ...goals by building a financial plan with brokerage products, including 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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
Patchogue, NYmore than 2 months ago - ...limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers...
Valley National Bancorp
Holbrook, NY1 day 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 payFull timeM&T Bank
Ridge, NY2 days ago$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment... ...skills and understand financial analysis and wealth management. This full-time role requires travel within...Full time- ...-maintained. You will oversee technicians, handle preventive maintenance, and ensure timely completion of service requests, while managing the department budget and cost controls. 40+ hours per week with evenings, weekends, and on-call requirements. HVAC/CAMT certifications...Weekend workAfternoon shift
- The Inland Real Estate Group of Companies seeks an experienced on-site Property Manager in Farmingville, NY. You will guide your team to optimize financial performance, tenant satisfaction, and the appearance and safety of the community. You will manage leasing assets,...Work at office
- ...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 officeFlexible hoursShift workWeekend workDay shift
Bank of America Corporation
Holbrook, NYmore than 2 months ago - ...Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high...Local areaFlexible hoursNight shift
Suffolk Credit Union
Medford, NYa month ago - Teachers Federal Credit Union in Oakdale, NY is hiring a Financial Services Representative II to build relationships with our members and guide them to online and mobile banking, while serving them in person. This full-time role requires a high school diploma, one year ...Full time
- ...Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain...Flexible hours
$70k - $100k
...Consult customers on financial planning, investment options, and life/health insurance coverage Assist customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain...Full timeFor contractorsFlexible hours- ...business and it shows in the people we partner with as Agents and Managers. This career isn’t for everyone, but the best Financial Service... ...company will tell you there’s nothing else like it. Successful Advisors at New York Life come from many different cultures and...Fixed term contract
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!
- management team Brookhaven, NY
- entry level management training Brookhaven, NY
- management jobs Brookhaven, NY
- sales management training program - entry level Brookhaven, NY
- management opportunity Brookhaven, NY
- junior wealth manager
- wealth management adviser
- financial advisor wealth manager
- wealth management advisor
- wealth management consultant