Financial Advisor - Evansville, IN
Core
Establish a portfolio of bank customers by meeting their financial objectives through sound advice and guidance based on their current standing and goals.
Role type
Financial Advisor (Banking)
Builds
Client relationships and investment portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, prospecting, lead utilization, portfolio planning, compliance adherence
Preferred skills
Bachelor's degree, Certified Financial Planning, Chartered Financial Consultant, Certified Retirement Specialist, 2+ years experience
Technologies
Investment products, Financial Planning services
Responsibilities
Provide investment solutions and guidance, identify and follow up on opportunities to establish customer relationships, build and maintain a strong client network, conduct investment performance reviews, keep junior staff informed about products, adhere to compliance requirements