Accounting, Analysis Skills, Business Development, Communication Skills, Customer Experience, Customer Satisfaction, Finance, Financial Planning, Mathematics, Sales Management, Securities Investments, Team Lead/Manager, Team Player, Writing Skills
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.
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Springs Valley Bank & Trust Company