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
- ...Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross‑functional teams, they work to achieve department and Credit Union goals with a high level of...SuggestedLocal areaFlexible hoursNight shift
Suffolk Federal Credit Union
Shirley, NY4 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, NY4 days ago $26.5 - $29 per hour
...engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs which is inclusive of Consumer, Small Business and Lending...SuggestedFull timePart timeWork experience placementLocal areaImmediate startCooper Farms
Manorville, NY1 day ago$20.67 - $31.25 per hour
...Hudson, New York 12534Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...and deepening the relationship of current clients; effectively managing internal and external centers of influence.Ensuring compliance...SuggestedHourly payDay shiftKeyCorp
Oakdale, NY21 hours ago- Build a Career, Change Lives. Grow with Vista Wealth Solutions. Advice that makes a difference. Support that empowers you. A future built... ...impact that goes far beyond numbers. The Role As a Financial Advisor, you'll grow a client base by delivering personalized advice...SuggestedPermanent employment
- ...service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate...
Valley National Bancorp
Holbrook, NY3 days ago $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- ...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
- ...solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address...Immediate startAfternoon shift
- ...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
- ...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
- ...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
- ...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...Flexible hours
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