Financial Advisor

Bankers Life; Huntsville, Albertville (AL, MN); On-site; USD 65,000 - 95,000; Full time

Job summary

Bankers Life in Huntsville, Alabama is seeking an experienced financial professional to deliver personalized investment solutions and help clients work toward long-term goals.

The role involves creating financial plans, cross-checking plans for accuracy, and supporting investment professionals to nurture client relationships. A Bachelor's in Finance or related field and 5+ years of experience are expected.

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 client.
• Support investment professionals to cultivate client relationship(s).
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Client relationship

Data accuracy

Education

Bachelor's degree in Finance

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.

Responsibilitie

• sProvide financial planning support to client
• sSupport investment professionals to cultivate client relationship
• sPrepare financial plans and check their accurac

yQualificatio

• ns
  Bachelor's degree in Finance or related fi
• eld5+ years' of industry experie
• nceStrong understanding of the investment busin