Senior Financial Planner & Investment Strategist
Bankers Life company
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Job summary
Bankers Life company seeks a finance professional to deliver personalized investment planning and ensure accurate financial plans for clients in Cape Girardeau, MO. You will support investment professionals and prepare plans with rigorous cross-checking for accuracy.
The role emphasizes building client relationships and delivering tailored investment solutions to help clients pursue long-term financial goals. A finance degree and substantial industry experience are preferred.
Qualifications
- Bachelor's degree in Finance or related field.
- 5+ years of industry experience in investments.
- 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
Education
Job description
Bankers Life company seeks a finance professional to deliver personalized investment planning and ensure accurate financial plans for clients in Cape Girardeau, MO. You will support investment professionals and prepare plans with rigorous cross-checking for accuracy.
The role emphasizes building client relationships and delivering tailored investment solutions to help clients pursue long-term financial goals. A finance degree and substantial industry experience are preferred.
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