FINANCIAL ADVISOR
Springs Valley Bank & Trust Company
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.
Vacancy posted 3 days ago
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