Financial Advisor: Grow Client Wealth & Relationships (Bonuses)

First Merchants Brand; Lafayette (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Financial Advisor to join our team to facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. You will expand client relationships by originating new business and delivering excellent product knowledge and service, while complying with regulatory standards.

Candidates should have at least 3 years of securities or annuity sales experience, hold required licenses, and have a valid

Qualifications

• Minimum three (3) years of securities sales, annuity sales or related experience.
• High School diploma or equivalent (GED).
• Valid driver’s license.

Responsibilities

• Coordinate sales appointments, presentations and paperwork for sales; include deposits into the broker/dealer sweep account.
• Maintain and train branch personnel relationships; participate in meetings as needed.

Skills

Securities sales

Annuity sales

Financial planning

Client service

Relationship building

Education

Securities licenses: Series 7/63/65 or Series 66

State insurance license

Job description

First Merchants Bank is seeking a Financial Advisor to join our team to facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. You will expand client relationships by originating new business and delivering excellent product knowledge and service, while complying with regulatory standards.

Candidates should have at least 3 years of securities or annuity sales experience, hold required licenses, and have a valid