FINANCIAL ADVISOR
Springs Valley Bank & Trust Company•Jasper, IN
•Onsite
About The Position
Satisfy client relationships and develop new business.
Requirements
- Bachelor's degree in finance or related field.
- Knowledge of investment securities.
- Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
Nice To Haves
- Two to five years of experience in investments preferred.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
