FINANCIAL ADVISORSprings Valley Bank & Trust Company • Jasper, IN, US
FINANCIAL ADVISOR
Springs Valley Bank & Trust Company • Jasper, IN, US
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job_description.job_card.job_descriptionBachelor's degree in finance or related field. Two to five years of experience in investments preferred. Knowledge of investment securities. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
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 :
KNOWLEDGE, SKILLS, AND ABILITIES :
EOE, including disability / vets
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Financial Advisor • Jasper, IN, US
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