Job Description
First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management, private banking, and fiduciary solutions for new clients. Develop self-sourced, new client relationships through prospecting efforts.
Essential Duties and Responsibilities: - Assume the lead relationship contact on new business relationships.
- Lead the advisory team and coordinate all functions with the client and the FMPWA/FM team.
- Coordinate and lead prospect/client meetings.
- Assist Wealth Advisors and Senior Wealth Advisors in developing 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 own 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, including preparation and presentation of materials.
- Transition service of new clients to the Wealth management team.
- Support Wealth Advisors and Senior Wealth Advisors in development and execution of financial planning.
- Work closely with the clients outside advisory team (attorney/CPA) to coordinate appropriate services and solutions.
- Develop industry skills to prepare for promotion to Wealth Advisor.
To be successful in this position, we require the following: - Bachelor's degree.
- A minimum of two (2) years of experience in a financial services field OR one year of experience as an Associate Wealth Advisor at First Merchants.
- Desire to learn and grow as a Wealth Management professional.
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.
Job Tags
Local area, Flexible hours,