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
- ...skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of... ..., Capabilities, And Skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...Suggested
- A nonprofit organization is looking for a Foundation Supervisor in Shirley, NY. This full-time role involves managing the grant application process, assisting with events, and providing support to cancer patients. The ideal candidate should have a Bachelor's degree, 3-...SuggestedFull time
- ...laws and 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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Bank in Medford, NY is seeking a Financial Advisor for a three-year program designed to... ...financial planning guidance and investment management solutions. The FA will serve as the... ...to help clients reach goals related to wealth accumulation, preservation, growth, and...Suggested
$72.28k - $108.16k
...specific details for this role. Line of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw... ...financial planning guidance & selling investment management solutions. A FA will need to leverage their experience...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 ResponsibilitiesOversee corporate...
$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...Full timeWork at officeMonday to Friday- Description: Automotive Biller (part-time, entry level) Mercedes Benz of Huntington , a member of the Competition Automotive Group , family-owned and operated for over 60 years is looking for an Automotive Biller to join our team. Being family-owned has its rewards...Hourly payPart timeWork at office
- Suffolk Credit Union in New York is seeking a Personal Banker II to deliver exceptional service and deepen member relationships. You will educate members on products, process transactions, and identify cross-sell opportunities to support retail banking goals. The role requires...Flexible hours
- ...about products, and build lasting relationships. You will identify cross-sell opportunities and refer members to lending and wealth management, while maintaining accuracy and confidentiality. The role involves handling transactions, onboarding new members, and supporting...
- ...your future while building your career. 24 Paid Days Off/Year - Because work-life balance matters. Now Hiring: Assistant Property Manager - Bohemia, NY Full-Time | Weekend Availability Required | $2,000 Sign-On Bonus Are you a natural problem-solver who loves helping people...Full timeImmediate startRelocation packageWeekend work
- Vista Wealth Solutions, backed by MassMutual, helps ambitious professionals build rewarding careers while making a meaningful impact... ...support to grow a successful financial practice. As a Financial Advisor, you’ll partner with individuals, families, and business owners...
$55k - $65k
Job Description Community Manager for Bunker Valley located in Bohemia, NY to manage daily administration, operation, and personnel of the manufactured home community efficiently, professionally, and profitably. Responsibilities Manage and deposit daily collection of...Temporary workImmediate startFlexible hoursWeekend workAfternoon shift$55k - $65k
Downtown Boulder Partnership is seeking a Community Manager for Bunker Valley located in Bohemia, NY. The role involves managing daily operations and administration of the manufactured home community professionally and profitably. The ideal candidate will possess 2-3 years...- ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista Wealth Solutions, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of MassMutual, we provide the training, mentorship...Permanent employment
- ...JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions. You will build lasting client relationships, provide strategic advice, and partner with specialists to meet clients' financial...
- ...standards. Depth & Scope: Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals Engages clients with curiosity...Work at office
- ...not 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 with friendly...
$57.82k
...In this role, the successful candidate Under the general direction of the RCO Director and the assigned RCO Associate Director/Sr Manager/Manager/Supervisor, the RCO Financial Clearance Associate (FCA) is responsible for performing accurate and timely insurance clearance...Full timeWork at officeMonday to FridayAfternoon shift$20.67 - $31.25 per hour
...Hudson, New York 12534 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance...Hourly payWork experience placementFlexible hoursDay shift$70k - $100k
...ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting on insurance, managing portfolios, and conducting financial reviews. This full-time position offers a competitive salary ranging from $70,000 to $100,000...Full timeFlexible hours- Build a Career with Purpose at Vista Wealth Solutions At Vista Wealth Solutions, we help... .... Whether you're an experienced advisor looking for a stronger platform or a motivated... ...insurance, retirement planning, and wealth management. You'll have the independence to grow...Permanent employment
- ...-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
- Inland Group in Farmingville, NY, is seeking a Maintenance Supervisor to protect the physical integrity of our community and ensure a safe, secure living environment for residents, visitors, and staff. You will oversee a team of maintenance technicians, handle hands-on ...
$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- ...consumer banking products, while collaborating with cross-functional teams to meet credit union goals. Responsibilities include educating members, processing transactions, and handling referrals to lending and wealth management. #J-18808-Ljbffr Suffolk Federal Credit Union
- Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional service, educate members on products, and drive cross-sell opportunities across retail banking. This role emphasizes accuracy, confidentiality, and strong relationship-building to meet loan and ...
- ...with hospitality, utilizing banking solutions and cutting-edge financial technology to build lasting client relationships. You will manage client needs, educate on technology, and ensure compliance while collaborating with a team of experts to address financial needs...Weekend workAfternoon shift
$50k - $70k
Protectwithplatz is seeking a Customer Care Manager in Bohemia, NY to oversee daily service operations and ensure a positive customer experience. This role requires excellent communication and organizational skills, paired with a strong focus on relationship-building and...- Teachers Federal Credit Union in Farmingville, NY, seeks an Assistant Manager to support daily branch operations, grow member relationships, promote products, and deliver efficient service to our members. This role advances branch performance and customer satisfaction across...
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