FINANCIAL PLANNER Springs Valley Bank & Trust CompanyFINANCIAL PLANNERJasper, INFull timeREPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager. Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
FINANCIAL ADVISOR Springs Valley Bank & Trust CompanyFINANCIAL ADVISORJasper, INFull timeDevelop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.