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Hauppauge

    Financial Advisor - Hauppauge, United States - Bankers Life

    Bankers Life
    Bankers Life Hauppauge, United States

    1 week ago

    Bankers Life background
    Insurance
    Description

    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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