What are the responsibilities and job description for the Personal Financial Advisor position at German American Bancorp?
Job Description: German American Bancorp is seeking a talented Financial Consultant to join our team. As a Financial Consultant, you will work with clients to determine and recommend appropriate investment strategies and products that meet their goals. You will also work closely with your fellow advisors, sales assistants, and management daily. Additionally, you will collaborate across business lines with the banking and wealth advisory teams to serve all of the client's financial needs.
Duties and Responsibilities:
Qualifications:
Duties and Responsibilities:
- Process customer requests and initiate and confirm client orders
- Maintain client accounts and provide exceptional customer service
- Collaborate with cross-functional teams to serve client needs
Qualifications:
- 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
- Strong communication skills (written and verbal)
- Maintain confidentiality and handle sensitive information
