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