Financial Advisor

Bankers Life company; Middleborough (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Bankers Life is seeking a skilled financial planning professional to deliver personalized investment solutions and help clients pursue long-term financial goals.

You will create and cross-check financial plans, support investment professionals in building client relationships, and ensure accuracy of all plan details. A bachelor's degree in Finance or related field and 5+ years in the investment field are required.

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 mgmt

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