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FINANCIAL PLANNER

Springs Valley Bank & Trust Company

Jasper, IN
JOB DESCRIPTION: Financial Planner

DEPARTMENT: Financial Advisory Group

LOCATION: Jasper, Indiana

CLASSIFICATION: Exempt

REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager

SUPERVISES: No supervisory responsibility

SUMMARY: Work directly with clients and businesses to navigate their financial goals.

MAJOR DUTIES & RESPONSIBILITIES:
  • Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
  • Manage, monitor and evaluate financial plans.
  • Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
  • Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
  • Gather, organize and maintain client personal and financial wealth plan profile data.
  • Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
  • Meet with participants to answer any personal questions about the plan or possible other financial matters.
  • Development of new business relationships and management of an existing book of business.
EDUCATION & EXPERIENCE:
  • Bachelor's degree in finance or related field.
  • Master's degree in business, finance or related area preferred.
  • CFP designation or similar preferred.
  • Four to eight years of experience in financial services.
KNOWLEDGE, SKILLS, AND ABILITIES:
  • Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
  • Comprehensive knowledge of investments, securities market structure and portfolio management.

EOE, including disability/vets
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Vacancy posted 3 days ago
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