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FINANCIAL ADVISOR

Springs Valley Bank & Trust Company

Jasper, IN

Financial AdvisorJob Description: Financial AdvisorDepartment: Financial Advisory GroupLocation: Jasper, IndianaClassification: ExemptReports To: Financial Advisory Group ManagerSupervises: No supervisory responsibilityJob 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.

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Vacancy posted 3 days ago
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