Wealth Advisor III: Growth & Private Wealth Solutions

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 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.