Financial Advisor

Bankers Life; Middleborough (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Bankers Life is seeking a seasoned financial professional in Massachusetts to deliver personalized investment solutions and help clients work toward their long-term goals. You will create detailed financial plans and cross-check work for accuracy.

In this role you will support investment specialists, nurture client relationships, and ensure plans are clear, compliant, and actionable. A strong background in finance and a passion for helping clients achieve financial security are essential.

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

Client relationship building

Investment knowledge

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