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

• 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.

Salary: $45000 - $80000 per year