Minimum of three years of sales and/or financial services experience
Responsibilities
Develop new business in assigned regions and support Private Wealth relationships
Manage business pipeline to exceed development goals
Utilize knowledge of FMPWA differentiators for prospecting strategy
Cultivate relationships with local CPAs, attorneys, and COIs
Build strong partnerships with the Commercial Banking team
Employ pre-call planning and post-call debrief for effective prospecting
Coordinate delivery of financial solutions for Private Wealth clients
Benefits
Base pay plus bonuses
Medical, dental, and vision insurance
401k
Health savings and flexible spending accounts
Vacation and sick time
Paid holidays
Paid parental leave
Tuition reimbursement
Additional benefits
Full 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.
