Senior Financial Planner & Investment Specialist

Bankers Life company; Middleborough (MA); On-site; USD 80,000 - 110,000; Full time

Job summary

Bankers Life is seeking a skilled financial planning professional to deliver personalized investment solutions and help clients pursue long-term financial goals.

You will create and cross-check financial plans, support investment professionals in building client relationships, and ensure accuracy of all plan details. A bachelor's degree in Finance or related field and 5+ years in the investment field are required.

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 mgmt

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

Bankers Life is seeking a skilled financial planning professional to deliver personalized investment solutions and help clients pursue long-term financial goals.

You will create and cross-check financial plans, support investment professionals in building client relationships, and ensure accuracy of all plan details. A bachelor's degree in Finance or related field and 5+ years in the investment field are required.