What are the responsibilities and job description for the Junior Financial Advisor position at Community First Bank of Indiana?
At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started?
As part of our team, you’ll be empowered through the bank’s investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, “We’ve never been treated like that by a bank.” CFB is proud to have been named a Best Place to Work in Indiana for 9 consecutive years by the Indiana Chamber of Commerce. And, we’re always looking for the best and brightest to join our team!
Benefits:
- Health, Dental, Vision Insurance
- Bank Paid Life Insurance
- Paid Short-Term & Long-Term Disability
- Generous Matching 401(k) Retirement Plan
- 3 weeks of Paid Time Off (immediate accrual)
- Purchased Paid Time Off
- Access to Earned Wages
- Wellness Program
- Competitive Salary
- Tuition Reimbursement
- Paid Holidays and 3 Float days
- Maternity/Paternity paid leave
- Annual bonus eligibility
- Community Service Projects
Position: Junior Financial Advisor
Objective: The Junior Financial Advisor will be responsible for assisting senior advisors with client management, financial analysis, and the development of comprehensive financial plans as well as managing their own book of clients.
Classification: This position is a Full-Time Exempt position who reports directly to the Investment Department Manager
Location: Howard County
DUTIES AND RESPONSIBILITIES:
- Assist Senior Financial Advisors in developing and implementing financial plans for clients.
- Conduct research on investment products and strategies.
- Prepare financial reports and presentations for clients.
- Attend client meetings and take detailed notes.
- Update client databases and maintain accurate records.
- Market financial products and services to potential clients.
- Stay up to date on current financial trends and regulations.
- Develop and maintain client relationships.
- Manage a book of business, ensuring client satisfaction and retention.
- Contribute to the growth and success of the wealth management team.
OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
QUALIFICATIONS:
- Bachelor’s degree in finance or economics, or prior experience in the financial industry
- 1-2 years of experience as a licensed advisor preferred.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Familiar with financial planning software and technology
- SIE, Series 7 and Series 66 licenses and Indiana Insurance License preferred, but not required.
SKILLS AND ABILITIES:
- High level of organization and attention to detail
- Ability to work effectively both independently and as part of a team.
- Familiar with financial planning software and technology
- Strong interest in and understanding of the financial services industry.
- Strong work ethic and willingness to learn.
CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
