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. 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. Required Skills Job Type: Full-time Preferred Skills 401(k) Health insurance Life insurance Pay range and compensation package Additional incentives that help you get started on top of earned commissions and bonuses. #J-18808-Ljbffr Bankers Life
- ...entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership... .... They are seeking experienced Senior Wealth Advisors to join their team in key regions... ...environments Strong relationship management and planning expertise Leadership and growth...SuggestedFull timeWork at officeLocal areaRemote work
$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills, Long Island, New York... ...taking a comprehensive approach to wealth management. Our experienced team delivers... ...are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal...SuggestedContract workFor contractorsWork at officeLocal area- ...and fiduciary advice. What You'll Do: Manage and deepen relationships with high-net-worth... ...and affluent clients Serve as a trusted advisor, helping clients navigate complex... ...planning Deliver customized investment and wealth management strategies aligned with client...SuggestedFlexible hours
$78.5k - $105k
...innovative financial planning? At Northwestern Mutual, we’re more than advisors; we’re partners in progress and change-makers in people’s... ..., and customer service skills. Strong organization and time management skills. Stellar interpersonal skills to build lasting client...SuggestedFull timeRemote workRelocation$100k - $300k
Overview Join Madison Partners as a Wealth Management Advisor role. The Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model...SuggestedFull timeRemote work- Manning & Napier in Pittsburgh, PA seeks a Financial Advisor to manage wealth for high net worth clients and institutions. You’ll develop relationships, discuss goals, and tailor comprehensive plans with a collaborative advisory team. The role emphasizes consultative sales...
- Northwestern Mutual in the Financial District of NYC is seeking motivated professionals for a full-time Financial Representative role with The Abbass Agency. You’ll help clients plan long-term financial security through insurance, investments, retirement, and education ...Full timeFlexible hours
- ...as well as recognition and rewards. An unlimited income potential directly tied to production. Career growth opportunities with management and leadership potential. Qualifications: Bachelor's degree from a four‑year institution preferred. MUST live in the Tri‑State Area...Full timeLive inWork at office
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...tailored to every client’s unique needs Manage your client’s financial plans to help... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at office$115k - $270k
YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth, efficiency, and scalability of our advisor franchises across Private Wealth Management (PWM). By partnering directly with Private Wealth Advisors, Regional Heads, and business...Full timeTemporary workPart timePrivate practiceWork at office- ...Job Description The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice... ...~10+ years of broad business experience, preferably within wealth management, with a strong understanding of advisor practices...Home office
- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities...
$194k
...USAContractPermanentTypeHybridIndustryUnderwriting & ClaimsContactSunil ****@*****.*** A global insurance carrier is looking to hire an AVP, Claims Manager - Casualty. In this leadership role, you will be responsible for managing a team of 5-7 Senior Claims Professionals who are...Work at officeRemote work3 days per week$80k - $95k
...- $95,000.00/yr A mission-driven nonprofit organization serving communities across New York City is seeking experienced Business Managers to oversee day-to-day business operations at various local branch locations. The organization supports a wide range of community programs...Full timeWork at officeLocal area- The Budget Director oversees all budget functions for Empire State Development, including formulation and preparation of annual operating budgets, monitoring revenues and expenditures, and variance analysis. The role involves strategic collaboration with department heads...Work at office
- ...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management. Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Work at office
$100k - $110k
...monitor spending relative to budget; investigate changes or discrepancies, analyze data to understand causes, and present analyses to management.? Lead strategic oversight and collaboration with department heads of corporate and subsidiary budget operations including...Permanent employmentFull timeWork at officeRemote work- ...The Financial Services Group at StevenDouglas is partnering with a multibillion-dollar RIA to identify an experienced Wealth Planner for its growing New York team. This opportunity offers exposure to sophisticated high-net-worth and ultra-high-net-worth clients, with...
- ...Wealth Manager Opportunity In Private Banking Our client is one of the nation's oldest and largest financial institutions, with over $200+ billion in assets is seeking a Wealth Manager for their high-net-worth clients. The ideal candidate will provide comprehensive...
- ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...skills At least 2 years in a Financial Advisor role or equivalent financial services experience... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$152.3k
...deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures—and business purpose. We work in a uniquely collaborative...Work at officeLocal area- ...Description : Risk and Claims Management - adding to growing staff! Boutique RM Broker and Safety Consultant seeking an experienced claims professional to handle active claims for clients. Manage and monitor TPA activity and claims handling through settlement and...For subcontractor
$112k - $140k
...Complex Director, Excess At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Director in Excess Claims to play your part in that transformation. It's an opportunity to grow your skills and experience as a valued member of the...Work at office- National General Insurance is seeking an experienced Property Claims leader to manage a remote team of adjusters handling homeowners property claims across Georgia and neighboring territories. This role requires strong leadership, expertise in homeowners claims, and remote...Remote job
- A public health department in New York seeks a Telecommunications Coordinator responsible for coordinating maintenance contracts, preparing budgets, and supervising installations. Knowledge of telecommunications systems, laws, and effective communication is essential. Candidates...
$190.9k - $254.6k
...multiple markets and jurisdictions. You will serve as the senior strategic advisor for your regions, partnering closely with firm leadership, Finance, Legal, Risk, Workplace and Facilities Management teams to align real estate decisions with evolving business priorities....ApprenticeshipWork experience placementWork at officeLocal areaRelocation- As a Quantitative Portfolio Manager, VP, within Wealth Management’s Chief Investment Office (CIO) - Equities team, you will be a senior leader... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Work at office
- The NYC Department for the Aging seeks an Administrative Budget Supervisor in the Bureau of Financial Services to partner with the Budget Director in planning, monitoring, and forecasting the agency budget. The role requires supervising a team of budget analysts handling...Work at office
$62k - $72k
...empowerment of individuals and strives to transform individuals and communities to create a better future. EOEPOSITION SUMMARY: The Budget Manager is responsible for the management and reporting of financial data and billing related to the programs UAU is contractually...Contract workWork at officeFlexible hours- S:US is seeking a Grants Administration professional to oversee budgeting, claims, and funder reporting. You will manage contract renewals, monitor program budgets, and maintain robust financial controls across grants. Ideal candidates bring 2+ years in grants management...Contract work
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