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Wealth Management Advisor

Bankers Life

Bankers Life® is a trusted name in meeting the insurance and investment needs of middle-income Americans approaching or in retirement. As a part of CNO Financial Group, Inc. (NYSE: CNO), Bankers Life excels in providing tailored insurance and wealth management solutions. With over 225 offices nationwide and a team of approximately 5,000 exclusive insurance agents and more than 900 financial representatives, Bankers Life emphasizes personalized service through strong local community involvement. Known for delivering customized financial solutions, Bankers Life maintains a strong reputation for expertise, reliability, and exceptional customer service, backed by rigorous training and a deep understanding of clients’ financial goals and aspirations. Role Description This is a full-time on-site role located in Chicago, IL, for a Wealth Management Advisor. The role involves working closely with clients to identify their financial goals and objectives, developing tailored financial and wealth management strategies, and providing guidance on investments, retirement planning, and comprehensive financial planning. The Advisor will focus on building and maintaining strong client relationships, offering expert advice on a wide range of insurance, financial services, and continuously monitoring clients' portfolios to ensure they align with evolving goals. Qualifications Knowledge of Insurance, Financial Planning, including creating tailored strategies to meet clients' financial goals. Understanding of Investments and providing guidance on asset allocation and investment options. Experience in Finance and Wealth Management Services to provide comprehensive financial consultations and solutions a plus. Strong interpersonal and communication skills for building trust and fostering long-lasting client relationships. Ability to stay current on financial and market trends to deliver informed and updated consultancy services. CFP (Certified Financial Planner) certification or other relevant certifications are a plus. #J-18808-Ljbffr Bankers Life

Vacancy posted 1 day ago
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