Client-Focused Investment Advisor

German American Bank; Whitehall (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision, STD, LTD,Life

Paid time off

Educational assistance

Wellness benefits

Life event coverage

Parental leave

Service awards

401(k) match

Stock purchase plan

Discounts on everyday items

Job summary

German American Bank in Ohio seeks a Financial Consultant to provide expert investment guidance, open and maintain client accounts, and tailor brokerage and advisory solutions to help clients reach their goals.

You will collaborate with investments advisors, sales assistants, and management, leveraging FINRA licenses and a business or finance degree, and communicate clearly while protecting client confidentiality. Strong Excel skills are valued.

Qualifications

• FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health license).
• Bachelor’s degree in Business or Finance, or equivalent work experience.
• Ability to communicate effectively, 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.

Responsibilities

• Face-to-face meetings with clients to explain and sell investment products.
• Open and maintain client accounts.
• Process client requests and place/confirm orders.

Skills

FINRA Licenses

Communication

Confidentiality

Word & Excel

Education

Bachelor's degree in Business or Finance

Tools

Microsoft Word

Microsoft Excel

Job description

German American Bank in Ohio seeks a Financial Consultant to provide expert investment guidance, open and maintain client accounts, and tailor brokerage and advisory solutions to help clients reach their goals.

You will collaborate with investments advisors, sales assistants, and management, leveraging FINRA licenses and a business or finance degree, and communicate clearly while protecting client confidentiality. Strong Excel skills are valued.