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German American Bank

Banking, investments, and wealth management services

Financial Consultant

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWhitehall, OH, USANo salary listedIn-person

About the Job

Requirements

  • FINRA registrations: Series 7 and 63/65, or 66 securities licenses, and a life and health insurance license.
  • A bachelor's degree in Business or Finance, or equivalent work experience.
  • Ability to communicate effectively in writing 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.

Responsibilities

  • Provide customer service to clients in the Investments Division while selling investment products and brokerage services.
  • Use knowledge of financial markets and client needs to determine and recommend appropriate investment strategies and products for clients’ short- and long-term goals.
  • Meet face-to-face with clients to explain and sell investment products.
  • Work with new and existing clients to open and maintain client accounts.
  • Process customer and broker purchases and sale orders of securities, and initiate and confirm client orders.
  • Identify opportunities to cross-sell services in banking, wealth advisory, and insurance.
  • Collaborate with fellow advisors, sales assistants, management, and retail and commercial banking, wealth advisory, and insurance teams to serve clients’ financial needs.

Desired Qualifications

  • Bilingual ability.

About the Company

German American Bank

Banking, investments, and wealth management services

German American Bank provides banking, investments, and wealth management services to individuals, families, and businesses in Southern Indiana, Kentucky, and Ohio. Local branches and bankers offer checking and savings accounts, loans, investments, and wealth guidance to help customers manage money and plan for the future. The bank differentiates itself as a long-standing regional community bank with deep local roots, prioritizing integrity, responsive service, and close client relationships, as well as community involvement. Its goal is to help people and businesses prosper and improve quality of life by delivering practical financial solutions and reliable service.

Company size
201-500
Company stage
IPO
Headquarters
Jasper, TX
Founded
1910

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