Wealth Manager

1 week ago

Indianapolis, United States First Merchants Bank Full time
Job DescriptionJob Description

First Merchants Bank is seeking a Wealth Manager to join our team This position will be responsible for the retention and expansion of existing relationships and development of new wealth management business, focusing on Whole Bank Delivery to meet clients’ needs. Role requires the skills and knowledge to co-create and execute financial plans, Senior Wealth Managers or other designates to do so. Will deliver comprehensive solutions and personal service in pursuit of a secure financial future for clients which includes trust administration, estate planning and settlement along with other fiduciary duties. Assist clients in identifying and planning financial goals and manages relationships in close partnership with Private Wealth Advisors’ lines of business, including Private Banking, Investment Management, Wealth Advisors and other solutions offered throughout First Merchants.

As part of this role, you will:

  • Assist clients in the identification and achievement of financial goals.
  • Ability to advise sophisticated and/or sensitive Private Wealth relationships.
  • Uphold and advise relationships based upon fiduciary administrative standards.
  • Make recommendations to leadership concerning matters on pricing, operations, and overall relationship enhancement opportunities.
  • Mentor and assist Associate Wealth Managers and others in the management of client relationships.
  • Devise strategies and plans for the development of new business and confer with potential clients.
  • 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.
  • Professional development through continuing education, seminars, conferences and related training to promote skill growth and to maintain certifications within guidelines as established by management.
  • Participate in or serve on department and/or bank committees.
  • Ensure compliance with federal, local and company policies and procedures.
  • Complete other assignments and/or projects as directed by management.

To be successful in this position, we require the following:

  • Bachelor’s degree in financial planning, finance, accounting, management or a related field.
  • Three (3) or more years of experience in an Associate Wealth Manager or equivalent role.

The following would be a plus:

  • 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)

First Merchants offers the following:

  • 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

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us

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