Financial Consultant

2 weeks ago


Bowling Green, Kentucky, United States German American Bancorp Full time
Job Title:

Financial Consultant - Bowling Green, KY


Job Summary:

We are seeking a skilled financial professional to provide exceptional customer service to clients in our Investments Division. As a Financial Consultant, you will have the opportunity to work with clients to determine and recommend appropriate investment strategies and products to meet their short- and long-term goals.


Key Responsibilities:
  • Client Relationships: Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Investment Recommendations: Utilize your knowledge of financial markets to recommend investment products and strategies that meet client needs.
  • Account Management: Manage client accounts, including processing transactions and maintaining accurate records.
  • Cross-Selling: Identify opportunities to cross-sell other services in the banking, wealth advisory, and insurance divisions.


Requirements:
  • 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, 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


What We Offer:
  • Working location: Bowling Green, KY
  • Medical, dental, vision, STD, LTD, Life insurance, etc.
  • 17 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.



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