Financial Advisor Jobs in Bloomington, IN (2)
Field Sales Representative
Experienced Financial Advisor
Financial Advisor Assistant
Investment Counselor (Financial Advisor Alternative)
Merrill Financial Solutions Advisor - Indiana Market
Job Description
Working as a Financial Advisor in Bloomington, IN
There are 2 Financial Advisor opportunities available in Bloomington, IN all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Bloomington, IN
Financial Advisors in Bloomington, IN Resume Data
Average Experience for Financial Advisors in Bloomington, IN
- 6-10 years: 42%
- 3-5 years: 25%
- More than 10 years: 25%
- 1-2 years: 8%
Educational Background for Financial Advisors in Bloomington, IN
- Bachelors: 73%
- Masters: 18%
- Associates: 9%
Top Skill for Financial Advisors in Bloomington, IN
- Spreadsheets with Microsoft Excel: 18%
- Basic computer skills: 9%
- Construction safety: 9%
- Customer focus & orientation: 9%
- Customer service: 9%
- Analyzing data: 9%
- Advanced attention to detail: 9%
- Filing & organization: 9%
- Scheduling: 9%
- Supervisory skills: Motivating & assessing employees: 9%
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