JOB DESCRIPTION: Financial PlannerDEPARTMENT: Financial Advisory GroupLOCATION: Jasper, IndianaCLASSIFICATION: ExemptREPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept ManagerSUPERVISES: No supervisory responsibilitySUMMARY: Work directly with clients and businesses to navigate their financial goals.MAJOR DUTIES & RESPONSIBILITIES:Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning. Manage, monitor and evaluate financial plans. Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background. Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.Gather, organize and maintain client personal and financial wealth plan profile data.Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.Meet with participants to answer any personal questions about the plan or possible other financial matters.Development of new business relationships and management of an existing book of business.EDUCATION & EXPERIENCE: Bachelor's degree in finance or related field.Master's degree in business, finance or related area preferred.CFP designation or similar preferred.Four to eight years of experience in financial services. KNOWLEDGE, SKILLS, AND ABILITIES:Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skillsprehensive knowledge of investments, securities market structure and portfolio management.EOE, including disability/vets
FINANCIAL PLANNER • Jasper, IN, USA
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