Wealth Advisor III

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 is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients.

Responsibilities

• Develop new business in the assigned region(s) and support other Private Wealth relationships in that region.
• Manage new business pipeline in order to surpass business development goals. This includes maintaining strong discipline around prospect calling efforts.
• Utilize knowledge of the First Merchants Private Wealth Advisors (FMPWA) strategic differentiators to devise and continuously update new business prospecting strategy.
• Develop referral relationships in local community with CPA's, attorneys and other Centers of Influence (COI).
• Develop close working relationships and become a valued partner to the local Commercial Banking team.
• Leverage pre-call planning and post-call debrief to ensure the needs of the prospect are understood and the best solution options are presented.
• Coordinate delivery of comprehensive financial solutions for prospective Private Wealth clients.
• Transition service of new clients to the Wealth management team.

Qualifications

• Bachelor's degree.
• A minimum of three (3) years of related sales and/or financial services experience.

Benefits

• 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