Senior Retirement Services Advisor

Job Title: Senior Retirement Services Advisor

Summary of Duties and Responsibilities:

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

This position will be located at:

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.