FINANCIAL PLANNER
Springs Valley Bank & Trust Company
Job Description
Job Description
JOB DESCRIPTION: Financial PlannerDEPARTMENT: Financial Advisory GroupLOCATION: Jasper, IndianaCLASSIFICATION: ExemptREPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept ManagerSUPERVISES: No supervisory responsibilitySUMMARY: 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
- ...call center, customer service, frontline or operation experience preferred. KNOWLEDGE, SKILLS, AND ABILITIES: General knowledge of financial products, servicing, and operational procedures. Excellent sales and interpersonal communication skills. Excellent analytical...SuggestedWork at office
Springs Valley Bank & Trust Company
Jasper, IN4 days ago - ...Financial Advisor Job Description: Financial Advisor Department: Financial Advisory Group Location: Jasper, Indiana Classification: Exempt Reports To: Financial Advisory Group Manager Supervises: No supervisory responsibility Job Summary: Satisfy client...SuggestedLocal area
Springs Valley Bank & Trust Company
Jasper, IN2 days ago - ...Merrill Advisor Development Program - Financial Advisor: Indiana Market Indianapolis, Indiana;Indianapolis, Indiana; Lafayette, Indiana; Jasper, Indiana; Zionsville, Indiana; Terre Haute, Indiana; Bloomington, Indiana; Fort Wayne, Indiana; South Bend, Indiana To...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Jasper, IN3 days ago $17 - $29.75 per hour
...Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships...SuggestedImmediate startOld National Bank
Huntingburg, IN3 days ago- ...: Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant , you will experience all aspects of German American's culture...SuggestedFull timeTemporary workWork experience placementLocal area
- DEPARTMENT: Loan CLASSIFICATION: Non - Exempt REPORTS TO: Loan Operations Manager SUPERVISES: No supervisory responsibility SUMMARY: Responsible for the processing, administration, and structure of commercial loans. MAJOR DUTIES & RESPONSIBILITIES: Responsible for the ...Work at office
- ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeTemporary workLocal area
Woodforest National Bank
Jasper, IN2 days ago - ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Full timeTraineeshipLocal areaMonday to Friday
Foursight Capital LLC
Jasper, IN3 days ago - OFS is seeking a highly focused, professional individual to fill a Security Analyst role for the OFS Security Team at our corporate office in Huntingburg, IN. The Security Analyst will help the OFS Security team plan for, deploy, maintain, and use various security technologies...Work at office
Namely
Huntingburg, IN8 hours ago - ...Street, Jasper, IN 47546. Candidates must possess excellent member service skills, professionalism and confidentiality. Previous financial institution experience is preferred. The Jasper Office hours of operation are Monday through Thursday 8:30 a.m. – 5:00 p.m., Friday...Full timeTemporary workWork at officeMonday to ThursdayFlexible hoursNight shift
Liberty Federal Credit Union
Jasper, IN3 days ago - OFS is seeking a Security Analyst for the Security Team at our Corporate Office in Huntingburg, IN. The role focuses on planning, deploying, maintaining, and using security technologies and processes, and communicating changes in procedures and technology. The candidate...Work at office
OFS
Huntingburg, IN1 day ago - ...Supplemental insurance benefits Paid time off and generous vacation package 401(k) plan with Roth options and access to a personal financial advisor Mental health Employee Assistance Program with providers across the country Onsite gym with state-of-the-art equipment EOE...Work at office
- Job Description Job Description Job Summary : We are looking for a Parts Counterperson to help support our team and provide customers with exceptional experiences. The ideal candidate will flourish in a fast-paced and professional workplace. Benefits ~ Medical...Temporary workLocal areaImmediate start
Sternberg Automotive Chrysler Center
Jasper, IN18 days ago $13.7 per hour
About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. You will maintain expert knowledge of top beauty...Part timeFlexible hoursNight shiftWeekend workKohl's Illinois, Inc.
Jasper, IN4 days ago$13.7 per hour
Role Specific Information Job Description About the Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience...Part timeFlexible hoursShift workNight shiftWeekend workKohl's
Jasper, IN2 days ago- Content Creator & Social Media Manager We are seeking a creative and strategic Content Creator & Social Media Manager to lead the planning, creation, and execution of engaging social content across our digital channels. This role is ideal for someone who thrives in ...Casual workMonday to FridayFlexible hours
Meyer Distributing
Jasper, IN4 days ago
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