Senior Financial Planner & Investment Advisor

Bankers Life company; Little Rock (AR); On-site; USD 70,000 - 110,000; Full time

Job summary

Bankers Life company is seeking an experienced financial planning professional in Little Rock, AR to deliver tailored investment solutions and help clients pursue long-term financial goals. The role involves creating comprehensive financial plans and verifying the accuracy of all information.

The ideal candidate will have a strong background in investment planning, a Bachelor’s degree in Finance, and at least five years of industry experience to support clients and collaborate with investment

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 management

Attention to detail

Education

Bachelor's degree in Finance

Job description

Bankers Life company is seeking an experienced financial planning professional in Little Rock, AR to deliver tailored investment solutions and help clients pursue long-term financial goals. The role involves creating comprehensive financial plans and verifying the accuracy of all information.

The ideal candidate will have a strong background in investment planning, a Bachelor’s degree in Finance, and at least five years of industry experience to support clients and collaborate with investment