FINANCIAL ADVISOR

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 relationships and develop new business.

Major Duties & 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.