FINANCIAL PLANNER
Springs Valley Bank & Trust Company · Jasper, IN · 1 mo ago
On-siteSalesFull-time
About the role
This position offers a dynamic opportunity to contribute to the financial planning team at our esteemed client. The ideal candidate will possess strong analytical skills and a passion for helping clients achieve their financial goals.Responsibilities
- Develop and implement comprehensive financial plans tailored to individual client needs.
- Conduct thorough financial analyses and provide strategic advice to enhance client satisfaction.
- Stay updated with the latest financial trends and regulations to ensure compliance and best practices.
- Maintain strong relationships with clients through regular communication and support.
Requirements
- Bachelor’s degree in Finance, Economics, or a related field.
- Minimum 3 years of relevant experience in financial planning or a similar role.
- Proficiency in Microsoft Office Suite, particularly Excel for complex financial modeling.
- Excellent interpersonal and communication skills, both written and verbal.
- Ability to work independently and manage multiple projects simultaneously.
Qualifications
- Strong analytical and problem-solving skills.
- Experience working with retirement planning, investment strategies, and estate planning.
- Knowledge of financial planning software such as Quicken or Mosaic.
- Passion for customer service and building long-term client relationships.
Skills
- Advanced proficiency in Excel and other financial software.
- Strong understanding of financial markets and economic principles.
- Excellent organizational and time management skills.
- Ability to handle confidential information with discretion.
Benefits
- Competitive salary commensurate with experience.
- Flexible work schedule with occasional travel opportunities.
- Health insurance coverage.
- Professional development opportunities.
- Employee discounts on financial products and services.