Financial Advisor

Bankers Life; Cape Girardeau (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Bankers Life in the United States seeks an experienced financial planner to deliver personalized investment solutions that help clients work toward long-term financial goals.

The role involves creating financial plans, cross-checking work for accuracy, and supporting investment professionals in cultivating client relationships.

You will possess a Bachelor's degree in Finance or a related field and 5+ years of industry experience.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience
• 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

Financial planning

Relationship building

Attention to detail

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