Financial Consultant

As a Financial Consultant at German American Bank, you’ll play a pivotal role in supporting clients across our Owensboro, KY and Tell City, IN locations. Your primary responsibilities will include providing expert guidance on investment options, opening and maintaining brokerage and advisory accounts, and executing trades. This role is ideal for a licensed financial professional who excels at client relationship building and thrives in a collaborative, client-first environment.

Key Responsibilities

• Meet with new and existing clients to assess financial needs and recommend suitable investment strategies.

• Sell and service a wide range of investment products, including brokerage and advisory solutions.

• Open and manage client accounts, process transactions, and confirm orders.

• Maintain a strong understanding of financial markets and products to offer informed advice.

• Collaborate with advisors, sales assistants, and cross-functional teams (banking and wealth management) to provide holistic client support.

• Uphold compliance standards and ensure client confidentiality at all times.

• Deliver excellent customer service and build long-term client relationships.

Qualifications
We’re looking for candidates who meet the following criteria:

• Active FINRA Series 7 and 63/65 or 66 licenses, plus life and health insurance license.

• Bachelor’s degree in Business or Finance, or equivalent experience in financial services.

• Strong communication skills and the ability to present complex financial concepts clearly.

• Proficiency in Microsoft Word and Excel; comfort working in a fast-paced environment.

• Ability to work independently while contributing to a collaborative team.

• Bilingual abilities are a plus.

Why Join Us?
At German American Bank, we believe in supporting our employees’ success through meaningful benefits and career development. We offer:

• Comprehensive benefits including medical, dental, vision, life, STD/LTD insurance.

• 17 days of paid time off, 11 paid holidays, and paid parental bonding leave.

• Educational assistance and wellness programs.

• Financial benefits including 401(k) match, stock purchase plan, and loan discounts.

• Discounts on computers, travel, retail, and more.

• Free checking, checks, and discounted banking services.

How to Apply
If you’re ready to make a meaningful impact as our next Financial Consultant, we’d love to hear from you! Apply online today!