1568 FT Financial Consultant - Bowling Green, KY
Job Title: 1568 FT Financial Consultant - Bowling Green, KY
Summary of Duties and Responsibilities:
We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you will experience all aspects of German American’s culture and values while working with clients selling investment products and brokerage services. With your active engagement, you will utilize your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients’ short- and long-term goals.
What You’ll Do:
- The Daily Grind – You will spend your time face-to-face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you will be responsible for opening and maintaining client accounts. Daily duties will include processing customer and broker purchases and sale orders of securities and initiating and confirming client orders. Utilizing your deep knowledge of the client’s business and personal needs, you will also look for opportunities to cross-sell other services in the banking, wealth advisory and insurance divisions.
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:
What we can offer you:
- 17 days paid time off, 11 paid holidays and bereavement leave
- Educational assistance program
- Wellness benefits
- 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.
- Free checking account, checks and discounted bank services
This position will be located at:
Bowling Green-Campbell Lane East
1805 Campbell Lane, PO Box 810
Bowling Green, Kentucky, 42104
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.
German American Bank is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability or any other category 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 careers@germanamerican.com.
You are responsible for adhering to compliance laws, regulations, and established Bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.
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