FINANCIAL ADVISOR

Springs Valley Bank & Trust Company; Jasper (IN); On-site; USD 50,000 - 70,000; Full time

Job summary

A regional financial institution in Jasper, Indiana is seeking a Financial Advisor to manage client relationships and develop new business. The ideal candidate will have a Bachelor's degree in finance, strong knowledge of investment securities, and experience in client relationship management. This role requires excellent analytical and communication skills, as well as the ability to understand and meet client needs.

Qualifications

• Bachelor's degree in finance or related field.
• Two to five years of experience in investments preferred.

Responsibilities

• Act as a trusted advisor to clients and prospects.
• Build and maintain relationships with clients.
• Develop understanding of client's needs and preferences.

Skills

Knowledge of investment securities

Analytical skills

Verbal communication skills

Mathematical skills

Written communication skills

Education

Bachelor's degree in finance or related field

Job description

Overview

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

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