Senior Financial Planner & Investment Solutions Advisor

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

Job summary

Bankers Life is seeking a seasoned financial professional in Massachusetts to deliver personalized investment solutions and help clients work toward their long-term goals. You will create detailed financial plans and cross-check work for accuracy.

In this role you will support investment specialists, nurture client relationships, and ensure plans are clear, compliant, and actionable. A strong background in finance and a passion for helping clients achieve financial security are essential.

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 building

Investment knowledge

Education

Bachelor's degree in Finance or related field

Job description

Bankers Life is seeking a seasoned financial professional in Massachusetts to deliver personalized investment solutions and help clients work toward their long-term goals. You will create detailed financial plans and cross-check work for accuracy.

In this role you will support investment specialists, nurture client relationships, and ensure plans are clear, compliant, and actionable. A strong background in finance and a passion for helping clients achieve financial security are essential.