Senior Wealth Advisor — Private Banking & Investments

First Merchants Corporation; Indianapolis (IN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base Pay PLUS Bonuses

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Corporation is looking for a Wealth Advisor III in Indianapolis, Indiana, to develop new client relationships and coordinate comprehensive financial solutions. This role involves managing a business pipeline and leveraging community connections.

The ideal candidate will possess a Bachelor's degree and a minimum of three years in sales or financial services. Benefits include bonuses, insurance, 401k, tuition reimbursement, and more.

Qualifications

• Bachelor's degree is required.
• Minimum of three years in sales and/or financial services.

Responsibilities

• Develop new business in assigned regions.
• Manage new business pipeline to meet goals.
• Leverage partnerships for prospecting.

Skills

Sales experience

Financial services knowledge

Relationship management

Education

Bachelor's degree

Job description

First Merchants Corporation is looking for a Wealth Advisor III in Indianapolis, Indiana, to develop new client relationships and coordinate comprehensive financial solutions. This role involves managing a business pipeline and leveraging community connections.

The ideal candidate will possess a Bachelor's degree and a minimum of three years in sales or financial services. Benefits include bonuses, insurance, 401k, tuition reimbursement, and more.