Wealth Advisor

German American; Louisville (KY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Wealth Advisor to forge lasting relationships with clients in the community. In this dynamic role, you'll guide individuals and organizations in achieving their financial aspirations through tailored wealth management strategies. Collaborating with key partners, you'll deliver comprehensive financial solutions while engaging with the community to foster new business opportunities. This position offers a chance to make a significant impact and grow within a supportive environment that values personal service and excellence.

Benefits

Medical, dental, and vision insurance

25 days paid time off

Education Assistance Program

Paid Parental Bonding Leave

Wellness benefits

401(k) match

Stock purchase plan

Discounts on services

Free checking account

Logo wear discounts

Qualifications

• 10+ years' experience in wealth management.
• Strong communication skills and ability to maintain confidentiality.

Responsibilities

• Consult with clients to understand financial objectives and create personalized strategies.
• Develop new business through community engagement and nurture existing relationships.

Skills

Estate Planning

Financial Planning

Investments

Fiduciary Management

Business Development

Communication Skills

Presentation Skills

Bilingual/Multilingual

Education

Certified Financial Planner

Advanced Degree

Job description

Job Title: Wealth Advisor

Summary of Duties and Responsibilities:

We're looking for a motivated Wealth Advisor to build lasting relationships with individuals, businesses, and not-for-profits in our community. In this role, you'll guide clients in achieving their financial goals by understanding their unique needs and providing tailored wealth management strategies.You'll also collaborate with key partners and centers of influence to deliver comprehensive financial solutions.

What You'll Do:

Day in the Life - You'll spend each day consulting with clients to understand their financial objectives and create personalized strategies to meet those needs.A key part of your role will be developing new business through community engagement, nurturing existing relationships, and working closely with banking and non-banking partners, as well as key community players.

What it Takes:

• Certified Financial Planner or advanced degree desired
• Proven ability to generate new business revenue
• Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management
• 10+ years' experience in wealth management
• Strong written and verbal communication skills (writing articles, giving interviews, etc.); ability to maintain confidentiality; and work effectively with a team
• Ability to deliver educational presentations to internal and external audiences, including clients, prospects, and professional advisors
• Ability to travel as needed. Driving is a requirement of this position.

Bonus Points:

• Bilingual/Multilingual skills

What we can offer you:

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 25 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

This position will be located at:

Louisville Blankenbaker

11601 Bluegrass Parkway
Louisville, Kentucky, 40299
United States

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.