Wealth Advisor III

First Merchants CorporationIndianapolis, IN

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

Dental Insurance

Vision Insurance

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!

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FAQs About Wealth Advisor III Jobs at First Merchants Corporation

What is the work location for this position at First Merchants Corporation?

This job at First Merchants Corporation is located in Indianapolis, IN, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at First Merchants Corporation?

Employer has not shared pay details for this role.

What employment applies to this position at First Merchants Corporation?

First Merchants Corporation lists this role as a Full-time position.

What experience level is required for this role at First Merchants Corporation?

First Merchants Corporation is looking for a candidate with "Senior-level" experience level.

What benefits are offered by First Merchants Corporation for this role?

First Merchants Corporation offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Parental and Family Leave, 401k Matching/Retirement Savings, Tuition/Education Assistance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at First Merchants Corporation?

You can apply for this role at First Merchants Corporation either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.