Financial Advisor: Drive Growth & Client Planning

First-Merchants-Bank

Bloomfield Hills (MI)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Medical, Dental & Vision Insurance

401k

HSA & FSA

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Financial Advisor in Bloomfield Hills, MI to facilitate sales and service of securities, annuities, advisory products and life insurance for qualified clients. The role emphasizes expanding client relationships and delivering excellent product delivery and service.

The ideal candidate has securities/annuities sales experience, appropriate licenses, and a commitment to acting in clients' best interests.

Qualifications

Securities and annuity sales experience required.
High School diploma or GED.
Series 7, Series 63/65 or Series 66 licenses and state life/health license.
Valid driver’s license.
Willingness to obtain professional designations (e.g., CFP, CFA, CIMA, AIF, CRC, CWS).

Responsibilities

Coordinate sales appointments and presentations; complete paperwork for client deposits and transactions.
Initiate cancellations, surrenders, and withdrawals as needed.
Maintain relationships with branch personnel and provide training as needed.
Meet activity and production goals; grow within the existing book of business.
Expand client relationships through referrals and strong service.
Provide a broad range of investment solutions and financial planning guidance.
Ensure compliance with broker/dealer, state and federal regulations.
Respond promptly to client and prospect requests.
Assist in developing an annual sales plan.
Collaborate with clients to review financial goals and portfolios.
Process security transactions through the broker/dealer.