Financial Planning Specialist

3 weeks ago


Charlottesville, Virginia, United States Bankers Life Full time

The ideal candidate will deliver tailored investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating comprehensive 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 verify their accuracy

Qualifications

  • Bachelor's degree in Finance or a related field
  • 5+ years of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills


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