What are the responsibilities and job description for the Wealth Advisor position at First Merchants Bank?
DescriptionQualifications
Education
Experience
First Merchants Bank is an Equal Opportunity Employer and E-Verify participant (M/F/D/V).
Position Goals:
Develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients.
Essential Duties and 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.
- 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 that 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.
Position Requirements:
Education - Bachelor's degree in accounting, finance or a related field.
Experience - Over five (5) years of related sales and/or financial services experience.
Other - None
Preferred Requirements:
Additional advanced education or training in a specialized field related to employee benefits, investment management and trust.
Education
Bachelors of Accounting (required)
Experience
Over five (5) years of related sales and/or financial services experience. (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
First Merchants Bank is an Equal Opportunity Employer and E-Verify participant (M/F/D/V).
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