Wealth Management Advisor
Bankers Life
Do you have the right skills and experience for this role Read on to find out, and make your application.
About the Company
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. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we're a company that invests in your success.
About the Role
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. Ready to make a difference? Join our Financial Advisor Development Program today.
Responsibilities
- 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.
Qualifications
*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. xhyhwjd
Required Skills
Job Type: Full-time
Preferred Skills
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
Pay range and compensation package
Additional incentives that help you get started on top of earned commissions and bonuses.
Equal Opportunity Statement
We support you every step of the way.
- ...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... ...your success. Ready to make a difference? Join our Financial Advisor Development Program today. We support you every step of...SuggestedFull timeTraineeship
- ...relationships, and grow into a business owner and trusted advisor over time. Our advisors work with... ...term financial plans centered around protection, wealth accumulation, retirement planning, investment management, and legacy planning. More importantly, they build...SuggestedFull timeWork at officeLocal area
$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York... ...a comprehensive approach to wealth management. Our experienced team delivers personalized... ...currently seeking a Wealth Management Advisor to join our growing team. This role is...SuggestedContract workFor contractorsWork at officeLocal area- ...WB Residential Communities is seeking a Property Manager for a 128-family, subsidized rental apartment complex located in Hempstead, New York. WB Residential Communities, Inc. is a leading developer, builder, and manager of residential real estate for over 30 years. Located...SuggestedFull timeLocal area
$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...SuggestedImmediate startRemote work$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...Full timeWork at office- ...Enjoy comprehensive benefits, including PTO, 401K contributions, and health insurance. Utilize technology to streamline property management tasks.Job DescriptionProperty Manager OverviewThe Property Manager oversees daily operations of retail/commercial properties in the...Work at officeLocal area
$225k - $300k
...Asset Manager – Multifamily Real Estate Portfolio Lakewood, NJ | Five Towns, NY | Albany, NY Salary: $225,000–$300,000+ (Depending on Experience) We are seeking an experienced Asset Manager to oversee a growing multifamily real estate portfolio valued at approximately...$60k - $75k
...Asset Manager About the Organization For over three decades, SMC has been in the forefront of proven, quality real estate property management services in the New York/New Jersey metropolitan area. Our property management portfolio consists of rental housing for family...Full timePart timeWork at officeLocal areaNight shift- Director, Recruitment - Plymouth Rock Assurance Are you a dynamic leader with extensive experience in casualty claims management? We're seeking a Bodily Injury Claims Supervisor to oversee a dedicated team of Claims Representatives in our Uniondale, NY office. In this...Full timeWork at office
- ...Real Estate Asset Manager SimpleCITI is hiring a Real Estate Asset Manager to oversee performance across a growing portfolio of commercial and industrial properties. This role is responsible for executing business plans, optimizing asset value, and maximizing investor...
- ...Position Summary The Financial Controller is responsible for overseeing all accounting, financial reporting, budgeting, cash management, internal controls, and audit functions for Rochdale Village. This position ensures the accuracy of financial records, compliance...Local area
$100k - $300k
...just a job. Experienced automotive professionals are welcome to apply, but 'Job Hoppers' will not be considered. Our F & I Managers help our customers arrange the financing of their purchases and also present them with additional products that enhance their...Local area$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$155k - $185k
...will collaborate with cross-functional department heads to align financial plans with organizational objectives. This role will also manage and develop a team of 3–5 finance professionals while driving process improvements, financial controls, and reporting efficiency....Full timeTemporary workLocal areaRelocation packageMonday to Friday- ...status, ensuring alignment and accountability. 7. Establish and manage strategic relationships with third-party brokers and external... ...business development efforts within assigned groups, acting as an advisor on real estate implications and opportunities. 16. Performs...Hourly payTemporary workFor subcontractor
- ...Overview We are seeking an experienced Property Manager to work in-house to oversee the daily operations of our commercial real estate portfolio. The ideal candidate will be responsible for maintaining high property standards, ensuring tenant satisfaction, and managing...Full timeFor contractorsWork at officeLocal area
$60k - $75k
...Job Description Job Description Job Purpose CB-Emmanuel Realty c/o Shinda Management Corporation is an affordable housing developer that owns approximately 3,000 units of affordable housing. We are hiring an experienced Asset Manager to join our growing organization...Night shift- Edward H Lehmann Agency in Plainview, NY is expanding and seeks a high-level Elite Producer- Insurance Closing Specialist to thrive in a fast-paced, lead-driven environment. Take live transfer inbound calls, quote new business, and work real-time data leads using Ricochet...Remote jobBase plus commissionWork at officeMonday to Friday
- Edward H Lehmann Agency is expanding its Elite Producer team in a fast-paced, lead-driven environment. We provide inbound opportunities with live transfers, strong marketing support, and a clear path to high earnings. The role emphasizes phone excellence, effective lead...Work at officeRemote work
$142.6k - $261.5k
...to us for authoritative, agile, and efficient solutions for business decision‑making. The Opportunity As a ServiceNow Consulting Manager you’ll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative...Summer holidayWorldwideFlexible hours- ...accounting operations, with a focus on financial reporting, monthly closings, and general ledger analysis. Key Responsibilities: Manage Accounts Payable (A/P) and Accounts Receivable (A/R) processes Perform General Ledger (G/L) analysis Handle monthly closings...
$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York... ...a comprehensive approach to wealth management. Our experienced team delivers personalized... ...currently seeking a Wealth Management Advisor to join our growing team. This role is...Full timeContract workFor contractorsWork at officeLocal area$134.5k - $265.1k
Position Summary Enterprise Operations & Risk - Transfer Agency and Tokenization - Investment Management Manager Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible...Work at officeNight shift$55k
...Schedule: Monday-Friday, 9am - 5pm Essential Job Functions: Provide financial reports and analysis to ensure Program Managers have the information and understanding needed to make effective decisions. Liaise with Program Managers to confirm actuals and...Full timeContract workSummer workMonday to Friday$180k - $220k
...benefit package Position Summary: The Assistant Controller manages the company’s accounting operations, overseeing corporate... ...external audits, including coordinating with external auditors, tax advisors, and other outside parties. Identify and implement...Contract workLocal area- ...better understanding of the requirements for this role. About Us LaGuardia Gateway Partners (LGP) is the private developer and manager of the state-of-the-art Terminal B at LaGuardia Airport. With our new award-winning $4B terminal now complete, LGP is seeking...Full timeLocal area
- ...Korn Ferry has partnered with our client on their search for the role, Portfolio Manager. Purpose of the Position About the Role of Portfolio Manager– Commercial Banking Group A regional Bank is a fast growing, dynamic organization which results in continued...Full timeWork at office
$275k - $300k
...Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets under management include...Contract workWork at officeLocal areaWorldwideRelocation$110k - $120k
...process ~ Review financial statements, account reconciliations, journal entries, and budget-to-actual variances ~ Manage compliance and reporting for government grants, contracts, Medicaid, Medicare, OASAS, and DHS funding ~ Prepare annual...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!
- property management Queens Village, NY
- health information management work from home Queens Village, NY
- creed management Queens Village, NY
- store management trainee Queens Village, NY
- sales management training program Queens Village, NY
- utilization management nurse Queens Village, NY
- identity management Queens Village, NY
- entry level emergency management Queens Village, NY
- director managed services Queens Village, NY
- director of managed care Queens Village, NY






