Financial Consultant

Company: Heartland Bank
Location: Columbus
Posted on: May 22, 2025

Job Description:

Summary of Duties and Responsibilities:

Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.

We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory service, utilizing your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients' goals.

What You'll Do:

Day in the Life - Every day you'll spend time face-to-face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you'll be responsible for opening and maintaining client accounts. Daily duties will include processing of customer requests and initiating and confirming client orders.
You're Part of a Team - You are a member of the Investments team with a well-established customer base. You'll work closely with your fellow advisors, sales assistants, and management daily. You will also collaborate across business lines with the banking and wealth advisory teams to serve all of the client's financial needs.

What it Takes:

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
Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
Proficiency in Microsoft Word and Excel

Bonus Points:

Bilingual

What we can offer you:

Medical, dental, vision, STD, LTD, Life insurance, etc.
17 days paid time off, 11 paid holidays and bereavement leave
Educational Assistance Program
Wellness benefits
Life event coverage
Paid parental bonding leave
Service awards
Financial benefits including 401(k) match, stock purchase plan and more
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:

Upper Arlington

1800 W Lane Avenue
Upper Arlington, Ohio, 43221
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.

Keywords: Heartland Bank, Middletown , Financial Consultant, Professions , Columbus, Ohio