Financial Advisor

3 weeks ago

Hudson, United States Bankers Life Full time

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 clients
  • Support investment professionals to cultivate client relationships
  • 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