Wealth Advisor III

First Merchants Bank; Indianapolis (IN); On-site; USD 85,000 - 125,000; Full time

Job summary

First Merchants Bank in Indianapolis seeks a Wealth Advisor III to develop new client relationships and coordinate investment management, private banking, and fiduciary solutions for new clients.

In this role you will expand the regional business, manage a robust pipeline, collaborate with Private Wealth Advisors, CPAs, attorneys, and the Commercial Banking team to deliver comprehensive financial solutions.

Qualifications

• Bachelor's degree required for consideration.
• Minimum of three years of related sales or financial services experience.

Responsibilities

• Develop new client relationships through prospecting efforts.
• Coordinate development of investment management and fiduciary solutions for new clients.
• Manage pipeline to surpass business development goals.
• Build referral relationships with CPAs, attorneys and COIs.
• Develop close working relationships with the local Commercial Banking team.
• Leverage pre-call planning and post-call debrief to present best solution options.
• Transition service of new clients to the Wealth management team.

Skills

Sales experience

Financial services experience

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.

As part of this role, you will:

• 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.

In order to be successful in this position, we require the following:

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

First Merchants offers the following:

• 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

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

“We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.”

Apply today to begin your career with us!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.