Wealth Manager

Company DescriptionBankers Life, a part of CNO Financial Group, focuses on meeting the insurance and investment needs of middle-income Americans nearing or in retirement. With over 225 offices and 5,000 exclusive agents nationwide, we build trusted relationships within the communities we serve to deliver personalized financial solutions. Our team is dedicated to offering tailored guidance through one-on-one consultations to help clients achieve their retirement goals. As a BBB Accredited Business, we uphold a reputation for excellence and reliability, supported by continuous training and industry expertise.Role DescriptionWe are seeking a Wealth Manager for a full-time, on-site position located in Chicago, IL. The Wealth Manager will provide comprehensive financial planning, investment management, and insurance solutions to help clients achieve their financial and retirement goals. Daily tasks include assessing client needs through consultations, developing tailored wealth management strategies, and maintaining strong client relationships. The role also includes staying informed about financial industry trends to provide expert advice and support.QualificationsStrong work ethic to succeed in Financial Planning and FinanceExperience in Investment Management and Investments a plusKnowledge of Insurance products and services a plusExceptional interpersonal and communication skills to build trusted relationshipsAbility to stay updated on financial regulations, market trends, and best practicesMust be a team playerMust have a vehicle and valid driver's license