Job Description
Job Description
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.EOE, including disability / vets