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FINANCIAL ADVISOR

Springs Valley Bank & Trust Company

Jasper, IN

Overview 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 relationships and develop new business Responsibilities Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Work with internal team to effectively coordinate delivery of an exceptional client experience. Build and maintain relationships with prospects and existing clients. Develop and leverage a personal network in the local community. Education & Experience Bachelor's degree in finance or related field. Two to five years of experience in investments preferred. Knowledge, Skills, and Abilities Knowledge of investment securities. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills. EOE, including disability/vets #J-18808-Ljbffr Springs Valley Bank & Trust Company

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Vacancy posted 3 days ago
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