Wealth Advisor III

First Merchants Brand • Columbus, OH

4d

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. 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.

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.
• Maintain strong discipline around prospect calling efforts.
• Devise and continuously update new business prospecting strategy utilizing knowledge of the First Merchants Private Wealth Advisors (FMPWA) strategic differentiators.
• 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.

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: Senior