Highlights
Job 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.
Numbers & Facts
| Location | Mundelein, IL |
| Industry | Insurance |
| Company Size | 5,000 to 9,999 employees |
| Year Founded | 1879 |
| Website | http://www.bankers.com/ |
Description
Job 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 client
- Support investment professionals to cultivate client relationship
- 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
About Company
Achieve personal satisfaction and financial success while helping retirees protect their future. We offer challenging and rewarding insurance agent, sales management, financial advisor and corporate career opportunities.
Your professional and financial success is important to us. And we’re ready to reward your achievements with competitive commissions, bonuses, a first-year performance based program that can provide up to $12,000 in additional commissions, and other incentives.