Wealth Advisor III

First Merchants Corporation•Upper Arlington, OH

23h

About The Position

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.

Requirements

Bachelor's degree.
A minimum of three (3) years of related sales and/or financial services experience.

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 (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.