Senior Wealth Manager

First Merchants Brand•Indianapolis, IN

About The Position

First Merchants Bank is seeking a Senior Wealth Manager to join our team! The Senior Wealth Manager requires the ability to deliver comprehensive financial advice and planning to clients and prospects. This individual will collaborate with other team members and clients’ external advisors to execute, monitor and adjust plans according to clients’ needs. This individual will be responsible for retaining or attaining the status of collaborative center-point for assigned clients through a comprehensive approach, including financial planning, wealth transfer and tax strategies, and in some instances administration of trusts, estate planning and settlement along with other fiduciary duties. The position will also be responsible for retention and expansion of existing relationships and the development of new wealth management business, focusing on Whole Bank Delivery to meet clients’ needs. The Senior Wealth Manager may serve as an informal mentor and local subject matter expert to Wealth Managers and Associate Wealth Managers.

Requirements

Bachelor’s degree in finance, accounting, management or a related field
A minimum of five (5) years of experience in a wealth manager, financial planner or equivalent role

Nice To Haves

Graduate degree in a business-related field or Juris Doctorate (JD)
Industry related certification(s) i.e. Certified Financial Planner, Certified Wealth Strategist or other recognized designation(s)

Responsibilities

Ability to provide comprehensive financial advice to sophisticated and/or sensitive Private Wealth relationships
Uphold and advise relationships based upon fiduciary administrative standards
Develop new business and confer with potential customers
Develop relationships with client’s other advisors such as attorneys, advisors, consultants, and other financial services providers; become the collaborative center point to provide comprehensive planning and advice
Make recommendations to leadership concerning matters on pricing, operations, and overall relationship enhancement opportunities
Serve as the local mentor for financial planning guidance
Engage in professional development through continuing education, seminars, conferences and related training to promote skill growth and to maintain certifications within guidelines as established by management
Ensure compliance with federal, local and company policies and procedures
Participate in or serve on department and/or bank committees
Complete other assignments and/or projects as directed by management