Financial Planner

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:

• 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.

EDUCATION & EXPERIENCE:

• 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, SKILLS, AND ABILITIES:

• Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.


• Comprehensive knowledge of investments, securities market structure and portfolio management.

EOE, including disability/vets