The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to client
- Support investment professionals to cultivate client relationship
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Financial Advisor in Huntsville-Decatur-Albertville Area at Bankers Life
- Other openings
- 3
- Hiring in
- 3 locations
Bankers Life currently has 3 other roles open on LocalWork across 3 locations. If this particular role is not the right fit, their other openings may be.
This position is listed as full time and onsite. It was posted last week.