Financial Advisor

4 weeks ago

Hauppauge, 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

  • Strong understanding of the investment business
  • Excellent interpersonal skills

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