Demo

Financial Consultant

German American Bancorp
Bowling Green, KY Full Time
POSTED ON 3/6/2025
AVAILABLE BEFORE 6/5/2025

Job Title : Financial Consultant

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 of 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 :

  • Bilingual / Multilingual
  • What we can offer you :

  • 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
  • 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.

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Financial Consultant?

    Sign up to receive alerts about other jobs on the Financial Consultant career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at German American Bancorp

    German American Bancorp
    Hired Organization Address Dubois, IN Full Time
    Job Title : Customer Service Specialist Overview : As a Customer Service Specialist, you will be the first friendly pers...
    German American Bancorp
    Hired Organization Address Jeffersonville, IN Full Time
    Job Title : Personal Banker Overview : As a Personal Banker , you are the client's trusted advisor, helping with their b...
    German American Bancorp
    Hired Organization Address Evansville, IN Full Time
    Job Title : Mortgage Loan Originator Summary of Duties and Responsibilities : We are looking for a sales-oriented mortga...
    German American Bancorp
    Hired Organization Address Evansville, IN Full Time
    Job Title : Portfolio Manager Overview As our Portfolio Manager in Evansville, you will manage investment portfolios to ...

    Not the job you're looking for? Here are some other Financial Consultant jobs in the Bowling Green, KY area that may be a better fit.

    Financial Consultant

    Modern Woodmen, Louisville, KY

    Financial Consultant

    German American, Bowling Green, KY

    AI Assistant is available now!

    Feel free to start your new journey!