Financial Advisor

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

Job summary

Bankers Life in Massachusetts is seeking an experienced financial planning professional to deliver personalized investment solutions and help clients work toward long-term financial goals. You will create comprehensive financial plans and cross-check work to ensure complete accuracy.

Responsibilities include supporting investment professionals to cultivate client relationships, preparing detailed plans, and reviewing analyses to maintain high quality standards.

Qualifications

• Bachelor's degree in Finance or related field.
• 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

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 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