Financial Consultant

Whitehall, United StatesOn-SiteFull-timePosted 2w ago

Job description

Overview:

We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you will experience all aspects of German American’s culture and values while working with clients selling investment products and brokerage services. With your active engagement, you will utilize your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients’ short- and long-term goals.

What You'll Do:

A Day in the Life – You will spend your time face-to-face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you will be responsible for opening and maintaining client accounts. Daily duties will include processing of customer and broker purchases and sale orders of securities and initiating and confirming client orders. Utilizing your deep knowledge of the client’s business and personal needs, you will also look for opportunities to cross-sell other services in the banking, wealth advisory and insurance divisions.

You’re Part of a Team – You are a member of the Investments team with a well-established customer base. You will work closely with your fellow advisors, sales assistants, and management daily. You will also collaborate across business lines with the retail and commercial banking, wealth advisory and insurance teams to serve all of the client’s financial needs.

What it Takes:

FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license)

Bachelor’s degree in Business or Finance, or equivalent work experience

Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.

Proficiency in Microsoft Word and Excel

Bonus Points:

Bilingual

What we can offer you:

Medical, dental, vision, STD, LTD, Life insurance, etc.

20 days paid time off, 11 paid holidays, and bereavement leave

Education Assistance Program

Paid Parental Bonding Leave

Wellness benefits

Life event coverage

Service awards

Financial benefits including 401(k) match, stock purchase plan and more

Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping

Logo wear discounts

Free checking account, checks and discounted bank services

About Us:

German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.

German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or [email protected].

German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to these laws, regulations, and policies.

Job details are sourced from the employer's original posting.

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About the company

German American Bank

German American Bank is a community-focused financial institution offering a range of banking services.

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Industry: Banking
Open roles: 46