What are the responsibilities and job description for the Wealth Management Specialist position at German American Bancorp?
About this Opportunity: We are seeking a skilled Financial Consultant to join our team at German American Bancorp. 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.
Responsibilities:
Requirements:
Responsibilities:
- Provide exceptional customer service to clients
- Process customer requests and initiate and confirm client orders
- Collaborate with cross-functional teams to serve client needs
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
- Strong communication skills (written and verbal)
- Maintain confidentiality and handle sensitive information
