What are the responsibilities and job description for the FINANCIAL PLANNER position at Springs Valley Bank & Trust Company?
JOB DESCRIPTION: Financial Planner
DEPARTMENT: Financial Advisory Group
LOCATION: Jasper, Indiana
CLASSIFICATION: Exempt
REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager
SUPERVISES: No supervisory responsibility
SUMMARY: Work directly with clients and businesses to navigate their financial goals.
Major Duties & Responsibilities
DEPARTMENT: Financial Advisory Group
LOCATION: Jasper, Indiana
CLASSIFICATION: Exempt
REPORTS TO: Senior Executive Vice President/ Sr Trust Officer/ Trust Dept Manager
SUPERVISES: No supervisory responsibility
SUMMARY: 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.
- 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 of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
- Comprehensive knowledge of investments, securities market structure and portfolio management.