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FINANCIAL ADVISOR

Job

Springs Valley Bank & Trust Company

Jasper, IN (In Person)

Full-Time

Posted 1 week ago (Updated 1 week ago) • Actively hiring

Expires 7/15/2026

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Job Description

Job DescriptionJob 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
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.