FINANCIAL ADVISOR

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:

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• Act as a trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed.
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• Develop in-depth understanding of client's needs, preferences and overall wealth; be responsive to changes in the business environment or client needs.
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• Work with internal team to effectively coordinate delivery of an exceptional client experience.
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• Build and maintain relationships with prospects and existing clients.
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• Develop and leverage a personal network in the local community.
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EDUCATION & EXPERIENCE:

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• Bachelor's degree in finance or related field.
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• Two to five years of experience in investments preferred.
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KNOWLEDGE, SKILLS, AND ABILITIES:

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• Knowledge of investment securities.
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• Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
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