FINANCIAL ADVISOR

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

Full-time