Wealth Advisor

Job Title: Wealth Advisor

Summary of Duties and Responsibilities:

We're looking for a motivated Wealth Advisor to build lasting relationships with individuals, businesses, and not-for-profits in our community. In this role, you'll guide clients in achieving their financial goals by understanding their unique needs and providing tailored wealth management strategies. 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 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

This position will be located at:

430 North Hamilton Road

Whitehall, Ohio, 43213

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.