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Financial Advisor Bankers Life Maumee, OH

2 months ago

Maumee, United States Restoration 1 of Birmingham Full time

2 - 5 years

Maumee, OH

Full-time

Hybrid

1 week ago About the role

About the role

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 Skills

FINANCE AND SALES

INSURANCE

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