Financial Advisor: Growth & Planning Specialist

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

Benefits offered by this job

Base Pay Plus Bonuses

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 seeks a Financial Advisor to join our team in Indiana. The role focuses on selling and servicing securities, annuities, registered investment advisory products and life insurance to qualified clients, while expanding relationships and delivering excellent product delivery and service.

The ideal candidate has at least three years in securities or annuity sales, valid driver's license, and the required licenses (Series 7, 63/65 or 66) and state insurance license.

Qualifications

• High School diploma or equivalent (GED).
• Minimum of three (3) years of securities sales, annuity sales or related experience.
• Valid driver's license.
• Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

Responsibilities

• Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including deposits into the designated broker/dealer sweep account.
• Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.
• Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings and training with branch personnel.
• Meet activity and production goals as established; including development within existing book of business.
• Continuously work to establish and enhance existing customer and business referral relationships.
• Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.

Skills

Securities sales

Financial planning

Client relationship management

Communication

Education

Bachelor's degree in finance or related field

Job description

First Merchants Bank seeks a Financial Advisor to join our team in Indiana. The role focuses on selling and servicing securities, annuities, registered investment advisory products and life insurance to qualified clients, while expanding relationships and delivering excellent product delivery and service.

The ideal candidate has at least three years in securities or annuity sales, valid driver's license, and the required licenses (Series 7, 63/65 or 66) and state insurance license.