Senior Workplace Wealth Advisor

First Merchants Brand • Indianapolis, IN

4d

About The Position

First Merchants Bank is seeking a Senior Workplace Wealth Advisor to join our team! This position provides strategic guidance and experience within the Workplace Wealth Advisory Team and to clients of First Merchants and will work directly with some of our largest and most complex retirement plans, helping sponsors think strategically about plan design, fiduciary responsibilities, and workforce financial wellness. The advisor also plays a central role in shaping participant education strategies and communication campaigns that align with each plan’s goals and helps develop advisors through mentorship, collaboration, and practical coaching, with a focus on elevating the quality of conversations we have with plan sponsors.

Requirements

• Associate's degree in business, accounting, or related field of study.
• A minimum of five (5) years' experience working/consulting with Plan Sponsors.

Nice To Haves

• Strong ERISA knowledge
• Series 6 or 7, Series 66 and insurance licenses

Responsibilities

• Lead strategic discussions with plan sponsors around plan design, regulatory trends, and long‑term plan objectives.
• Develop and implement participant education and communication strategies tailored to workforce needs.
• Serve as a primary advisory resource for the organization’s largest retirement plans, ensuring consistent and high‑quality service.
• Partner with internal teams to enhance service delivery, advisor development, and continued growth of the Workplace Wealth practice.
• Managing a book of retirement plan investment advisory business.
• Mentor and support advisors, sharing best practices and helping strengthen overall team expertise.
• Conducting regular review meetings with new and existing clients.
• Develop/enhance referral process from Bank associates to Workplace Wealth.
• Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile.
• Develop and strengthen lead generation from other Centers of Influence.
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.
• Maintain compliance with all appropriate rules and regulations.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree