Financial Advisor

Bankers Life; Little Rock (AR); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company in Little Rock seeks a candidate for personalized investment solutions. Responsibilities include providing financial planning support, cultivating client relationships, and preparing accurate financial plans. Candidates should have a Bachelor's degree in Finance or a related field, with over 5 years of industry experience and strong interpersonal skills.

Qualifications

• 5+ years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

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

Skills

Financial planning

Client relationship management

Interpersonal skills

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 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
• Excellent interpersonal skills