Senior Financial Planner & Client Strategy 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

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