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 Bankers Life
$63.67k - $81.71k
Job Description Position Summary At Stony Brook Medicine, the Staff Financial Analyst, reporting to the Director of Budget & Cost, will be part of an integral team that will compile data and statistics from various hospital departments, assist in monthly financial reports...SuggestedFull time- ...State University. Brief Description of Duties The Financial Aid Advisor will provide direct financial aid counseling and customer... ...service and interpersonal skills, strong organizational and time‑management skills with exceptional attention to detail, and the ability to...SuggestedFull timeWork at officeVisa sponsorshipWork visa
- ...is required in Accounting or Finance Responsibilities Prepare / assist in developing budget and cost estimates Assist the Senior Managers in reviewing the cost proposals for completeness, accuracy and compliance with the requirements Review expenses and analyze trends...SuggestedWork experience placementFlexible hours
- ...State University. Brief Description of Duties The Financial Aid Advisor will provide direct financial aid counseling and customer... ...interpersonal skills, exercising strong organizational and time-management skills with an exceptional attention to detail. Essential for...SuggestedFull timeWork at officeVisa sponsorshipWork visa
- 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 achieve their financial goals. As a leading commercial...SuggestedFlexible hoursWeekend work
- ...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...Work experience placementLocal areaFlexible hours
- ...completed over 1,000 partnerships, have grown to over $4 billion of enterprise value, and TDP has over $1.4 billion of capital under management. We are seeking a Commercial Lines Account Manager o join our growing team. Can you deliver exceptional customer service? Are...Full timeWork at officeLocal areaImmediate startShift 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
- ...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...
$120k - $130k
...Search Firm. The GO-TO Recruiter in Real Estate! About the Opportunity This is an opportunity for an experienced real estate sales manager or real estate sales agent, preferably with prior management experience, or an attorney, for our a Senior Managing Director position...Full timeWork at officeLocal area- ...time, ranging from $1M–$10M, with timelines spanning a few weeks to 2–6 months. You’ll partner closely with leadership and project managers to ensure financial accuracy, profitability, and strong business performance. What You’ll Do Own and monitor daily cash flow,...Work from homeVisa sponsorship
$18.5 - $23.42 per hour
...individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager. 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able...Full timeTemporary workPart timeBank staffWork visaFlexible hours- Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...Flexible hours
- ...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
- ...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...
$17.74 - $29.57 per hour
...existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities Responsible for providing exceptional...Full timePart timeWork at office$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth...Temporary workWork experience placement- ...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...
$19.5 - $23 per hour
The Banking Center Relationship Banker 1 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster’s Strategic Guidelines. The role will process all customer related financial transactions...Flexible hoursWeekend work$19.5 - $23 per hour
Webster Banking Center Relationship Banker 1 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- If youre looking for a meaningful career, youll 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 achieve their financial goal Relationship Banker,...
$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 Management...Hourly pay- ...Budget Analyst to perform the following duties: Prepare / assist in developing budget and cost estimates Assist the Senior Managers in reviewing the cost proposals for completeness, accuracy and compliance with the requirements Review expenses and analyze trends...Full timeWork experience placementWorldwideFlexible hours
- ...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...Local areaFlexible hoursNight shift
$50k - $80k
...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers...Local area$19.5 - $23 per hour
Overview Founded in 1935, Webster is a leading commercial bank dedicated to putting people first and helping individuals, families, businesses, and colleagues achieve their financial goals. Our values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence...Flexible hoursWeekend work- ...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
- ...A leading financial institution in New York is seeking an Assistant Manager to assist in daily operations and member service at a retail branch. Key responsibilities include supervision during the branch manager's absence, coaching staff on sales techniques, and resolving...Hourly pay
- JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor to serve as the primary contact for customers throughout the mortgage process. This role involves coaching the team, collaborating on marketing efforts, and providing consultative recommendations based on customer...Local area
- ...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...Work at officeFlexible hours
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