FINANCIAL ADVISOR

Job Description

Job Description

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 :

KNOWLEDGE, SKILLS, AND ABILITIES :

EOE, including disability / vets