Trusted Financial Advisor - Wealth & Client Growth

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

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.