Financial Consultant

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

Overview

We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As aFinancial Consultant, you’ll work with clients selling brokerage and advisory service, utilizing your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients’ goals.

Overview

What You’ll Do

• Day in the Life– Every day you’ll spend time face-to-face with clients, explaining and selling a broad range of investment products.Working with both new and existing clients, you’ll be responsible for opening and maintaining client accounts.Daily duties will include processing of customer requests and initiating and confirming client orders.

You’re Part of a Team

You are a member of the Investments team with a well-established customer base.You’ll work closely with your fellow advisors, sales assistants, and management daily.You will also collaborate across business lines with the banking and wealth advisory 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
• Educational Assistance Program
• Wellness benefits
• Life event coverage
• Paid parental bonding leave
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• 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 [e-mail].

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 this, laws, regulations, and protocols.