Senior Financial Advisor: Wealth Planning & Client Growth

Bankers Life company; Middleborough (MA); Presencial; USD 90.000 - 130.000; Tempo integral

Resumo da vaga

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.

Qualificações

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsabilidades

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

Conhecimentos

Interpersonal skills

Formação

Bachelor's degree in Finance or related field

Descrição da vaga

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.