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:
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.
*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.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
$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...SuggestedFull timeContract workFor contractorsWork at officeLocal area- ...individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies.... ..., and goal-oriented Interest in financial services, wealth management, or business development Prior experience in sales, finance,...SuggestedFlexible hours
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...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...SuggestedFull timeContract workFor contractorsWork at officeLocal area$126.5k - $166.3k
...Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA NY New York City 66 Hudson Blvd E: USA NY Uniondaletime... ...York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance...SuggestedWork at officeLocal areaWorldwide- ...complex and high-growth environment, optimizing key functions, Accounts Payable, Accounts Receivable, Inventory Accounting, Cash Management and Treasury Manage consolidations in a global environment and review monthly segmented management financials and consolidated...Work at officeLocal areaMonday to Friday
$34.74 - $40.87 per hour
...Job Title Assistant Property Manager (CRE) Job Description Summary The Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, as well as performing property administrator job duties...Minimum wageContract workFor contractorsWork at officeFlexible hours- ...Job Description Job Description Onsite Property Manager – HUD Section 8 Housing Position Summary HUD Compliance & Recertifications • Manage all aspects of HUD Section 8 compliance. • Complete annual and interim recertifications in accordance with HUD Handbook...Interim role
- ...Job Description Job Description HUD Compliance & Recertifications Manage all aspects of HUD Section 8 compliance. Verify income, assets, employment, and household composition. Process EIV reports and resolve all discrepancies. Ensure all resident files...For contractors
$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...Immediate startRemote work$105.4k - $207.8k
...in a collaborative environment? As an experienced Fund Finance Manager, you will have the ability to share new ideas and collaborate on... .... The Team Our Finance Transformation team serves as a trusted advisor and thought partner to CFOs, finance leaders, and executive...Local areaNight shift- ...Financial Aid Advisor - Lincoln Tech - Hicksville, NY campus We're looking for an experienced financial aid professional (Bilingual... ...corporate financial aid teams Detail-oriented approach to data management and file maintenance Associate's degree or equivalent combination...Full timeTemporary workImmediate start
- ...group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an...Bank staffLocal areaNight shift
- ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...
- ...administrative support, assist with client management, office management, and business... ...growth and client engagement. Support advisors in daily operations, ensuring alignment... ...service role within financial services, wealth management, or a related industry. Strong...Work at office
$100k - $250k
...Company vehicle and gas card, subject to company policy and eligibility ~ Health and dental benefit options ~ Ongoing coaching and manager-assisted closing support ~ Opportunities for advancement into training, management, and leadership Compensation is not...Full timeAfternoon shift- ...administrative and operational support to the Credit team.Assist with special projects, reporting, and other duties as assigned by management.ADDITIONAL ACCOUNTABILITIESPerforms special projects, and additional duties and responsibilities as required.Consistently adheres...Full timeWork at officeLocal area
$120k
...rapidly expanding, and we are currently looking for a new financial advisor to join our ranks. The ideal candidate will be eager to learn the ropes of financial services needed for effective wealth management to help clients achieve their financial goals. Successful...Work at office- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...
- ...Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling of local payments, deposits, managing petty cash, will call transactions, scanning of supporting documentation, and local regulatory compliance. This Finance role is...Local areaWorldwide
$62.4k
...the Department of Education (DOE), evaluates eligibility and changes awards if needed. Support the maintenance of the knowledge management protocols for Student Financial Planning, ensuring that information is efficiently communicated within the department, to all applicable...Temporary workWork at officeWeekend workAfternoon shift$100k - $200k
...Blue Ocean Wealth Solutions is seeking a driven Financial Advisor to join our award-winning wealth management firm in Roslyn, NY . Backed by MassMutual's 175-year legacy, this role offers an elite framework for entrepreneurial professionals to build a lucrative, independent...Full timeContract workFor contractorsWork at officeLocal areaWork visaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaborationProficient...Work at office$100k - $115k
...supports the execution of risk-based internal audits and advisory projects to evaluate the effectiveness of internal controls, risk management, and business processes. This role partners with cross-functional teams to identify control gaps, recommend process improvements,...Work at officeNight shift- ...experience in accounting and budget preparation. Previous experience with budget creation and analysis. Knowledge in fiscal management for government contracts; Federal, State, and City agencies, including but not limited to NYC DHS, NYC DOHMH, NYC HRA, NYC HPD,...Minimum wageLocal area
$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$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... .../Banker who leads with investments. Manage, develop and retain full-service... ...degree with 7+ years' experience in the wealth management industry as either a Financial...- ...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...
$60k - $75k
The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional...Full timeWork at office$100k - $200k
...Financial Services Team Associate Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth Solutions, LLC helps individuals... ..., insurance solutions, fee-based financial plans, and wealth management services, supported by our in-house Financial Planning Team**...Full timeContract workFor contractorsWork at officeWork visa
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