Financial Advisor
Direct message the job poster from Bankers Life
Jason Prew CLF®, CLTC
Branch Sales Manager at Bankers Life and CNO Financial
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
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Insurance
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