German American
Senior Retirement Services Advisor
German American, Evansville, Indiana, United States, 47725
Senior Retirement Services Advisor
We’re looking for a motivated Senior Retirement Services Advisor to build lasting relationships in our community and with clients. In this role, you’ll guide clients in achieving their financial goals and objectives through a comprehensive understanding of their estate, income, tax, philanthropic and other planning needs. You’ll also collaborate with key partners and centers of influence to deliver comprehensive financial solutions.
What You’ll Do Day in the Life – You’ll spend each day consulting with clients (individuals, corporations, and not-for-profits) to understand their financial objectives and create personalized strategies to meet those needs. A key part of your role will be developing new business through community engagement, nurturing existing relationships, and working closely with banking and non-banking partners, as well as key community players.
What it Takes
Certified Financial Planner or advanced degree desired
Proven ability to generate new business revenue
Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management
10+ years’ experience in wealth management
Strong written and verbal communication skills (writing articles, giving interviews, etc.); ability to maintain confidentiality; and work effectively with a team
Ability to deliver educational presentations to internal and external audiences, including clients, prospects, and professional advisors
Ability to travel as needed. Driving is a requirement of this position.
Bonus Points
Bilingual/Multilingual skills
What we can offer you
Medical, dental, vision, STD, LTD, Life insurance, etc.
25 days paid time off, 11 paid holidays and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both 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
Location 21 SE 3rd St Evansville, Indiana 47708 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.
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What You’ll Do Day in the Life – You’ll spend each day consulting with clients (individuals, corporations, and not-for-profits) to understand their financial objectives and create personalized strategies to meet those needs. A key part of your role will be developing new business through community engagement, nurturing existing relationships, and working closely with banking and non-banking partners, as well as key community players.
What it Takes
Certified Financial Planner or advanced degree desired
Proven ability to generate new business revenue
Expertise in Estate Planning, Financial Planning, Investments, and Fiduciary Management
10+ years’ experience in wealth management
Strong written and verbal communication skills (writing articles, giving interviews, etc.); ability to maintain confidentiality; and work effectively with a team
Ability to deliver educational presentations to internal and external audiences, including clients, prospects, and professional advisors
Ability to travel as needed. Driving is a requirement of this position.
Bonus Points
Bilingual/Multilingual skills
What we can offer you
Medical, dental, vision, STD, LTD, Life insurance, etc.
25 days paid time off, 11 paid holidays and bereavement leave
Education Assistance Program
Paid Parental Bonding Leave
Wellness benefits
Life event coverage
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
Great deals on both 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
Location 21 SE 3rd St Evansville, Indiana 47708 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.
#J-18808-Ljbffr