Financial Advisor

Bankers Life company; Cape Girardeau (MO); On-site; USD 80,000 - 110,000; Full time

Job summary

Bankers Life company seeks a finance professional to deliver personalized investment planning and ensure accurate financial plans for clients in Cape Girardeau, MO. You will support investment professionals and prepare plans with rigorous cross-checking for accuracy.

The role emphasizes building client relationships and delivering tailored investment solutions to help clients pursue long-term financial goals. A finance degree and substantial industry experience are preferred.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years of industry experience in investments.
• Strong understanding of the investment business.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Investment planning

Client relationships

Financial analysis

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business