Financial Consultant at German American Bank
Upper Arlington, OH 43221, USA -
Full Time


Start Date

Immediate

Expiry Date

10 Oct, 25

Salary

0.0

Posted On

10 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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

How To Apply:

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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’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.

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.
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