Financial Advisor

Job Summary

Bankers Life seeks a knowledgeable and dedicated Financial Advisor to join our team. In this role you will deliver expert financial guidance to clients, helping them navigate complex financial landscapes and achieve their financial goals. You will apply your expertise in estate planning, investment management, and wealth management to craft tailored strategies that address each client’s unique needs. Strong client relationships and delivering exceptional service will be central to your success in this position.

Responsibilities

• Develop comprehensive financial plans for clients, integrating elements of estate planning, tax considerations, and investment management.
• Conduct thorough financial analyses to evaluate clients’ current situations and identify opportunities for improvement.
• Provide guidance on wills, trusts, and estate planning to ensure assets are managed according to clients’ wishes.
• Apply knowledge of securities law and financial concepts to advise on investment opportunities and associated risks.
• Manage client portfolios with a focus on cash management and asset allocation strategies.
• Maintain strong client relationships through effective relationship management practices.
• Stay informed about industry trends and regulatory changes that may impact clients’ financial strategies.
• Collaborate with other professionals in financial services, including accountants and tax advisors, to provide holistic guidance.

Experience and Qualifications

• Proven experience in financial sales or a related field is preferred.
• Strong understanding of financial planning principles, including wealth management and portfolio management.
• Familiarity with accounting practices, both corporate and public accounting, is advantageous.
• Proficiency in financial software tools that assist in analysis and reporting.
• Excellent mathematical skills for accurate data interpretation and analysis.
• Demonstrated ability to conduct research on market trends and investment opportunities.
• Strong sales skills with a focus on building long-term client relationships.

Join Bankers Life in empowering clients to make informed decisions about their financial futures. Your expertise will play a vital role in helping individuals achieve their goals through strategic financial planning.

Job Details

• Job Type: Full-time
• Salary: From $50,000.00 per year
• Work Location: In person
• Location: Fishkill, NY 12524