Senior Financial Advisor

3 weeks ago

Plymouth, United States First Merchant's Bank Full time
First Merchants Bank is seeking a Senior Financial Advisor to join our team. This position will facilitate the sale and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company’s mission statement utilizing an explicit standard of care focusing on the clients best interests.

As part of this role you will:

  • Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales, including the deposits into the designated Broker/Dealer sweep account.
  • Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.
  • Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.
  • Meet activity and production goals as established, including developing within existing book of business.
  • Continuously work to establish and enhance existing customer and business referral relationships.
  • Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through Financial Planning services.
  • Comply with all of the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory agencies.
  • Respond timely to client and prospect requests.
  • Assist in the development of an annual sales plan.
  • Collaborate with customers to review personal financial goals and provide consultation on investment portfolio.
  • Process security transactions through the designated Broker/Dealer as requested by customer.
  • Maintain proper documentation, paperwork and files required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaint and correspondences.
  • Participate in civic activities to promote growth and development in the community and a positive image for the bank.
  • Participate in special projects and perform other responsibilities as required.
In order to be successful in this position, we require the following:
  • High School diploma or equivalent (GED).
  • Over seven (7) years of securities sales, annuity sales or related experience.
  • Valid driver’s license.
  • Series 7, Series 63 & 65 or Series 66 securities licenses, as well as applicable state insurance license.
The following would be a plus:
  • Bachelor’s degree in finance, accounting or related field.
  • Securities sales, annuity sales, or related experience.
  • Ability to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.
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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Senior Financial Advisor

    3 weeks ago

    Plymouth, United States First Merchants Bank Full time

    Description First Merchants Bank is seeking a Senior Financial Advisor to join our team. This position will facilitate the sale and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and...

  • Financial Professional

    3 weeks ago

    Plymouth, Indiana, United States Prudential Financial Full time

    Explore a career as a Financial Planner with Prudential Financial.As a Financial Planner, you will work within a team of Financial Advisors to help clients achieve their financial goals.Your typical day may include:Developing relationships with clients and gathering their financial informationBuilding robust financial plans and helping clients prepare for...

  • Financial Planning Professional

    4 weeks ago

    Plymouth, Indiana, United States Prudential Financial Full time

    Explore a Career in Financial PlanningAt Prudential Financial, we are seeking a highly motivated and analytical individual to join our team as a Financial Planning Professional. As a key member of our team, you will work closely with our Financial Advisors to help clients achieve their financial goals.Your typical day may include:Developing relationships...

  • Merchant Services Advisor

    4 weeks ago

    Plymouth, Michigan, United States PNC Financial Services Group Full time

    Position OverviewAt PNC Financial Services Group, we value our employees as our greatest differentiator and competitive advantage. We strive to deliver exceptional customer experiences and foster an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success.In this role, you will work closely...

  • Senior Accounting Analyst

    2 months ago

    Plymouth, United States Creative Financial Staffing Full time

    SENIOR ACCOUNTING ANALYST Why work here as a Senior Accounting Analyst? Hybrid Office Environment - Two to Three Days per week from home! Good Work/Life balance - it is VERY rare that you will work overtime (the manager has never missed a kids sporting event!) Low Turnover. The average tenure is over 10 years. The manager of this group has been there for...

  • Senior Financial Analyst

    1 month ago

    Plymouth, Michigan, United States Alliance Franchise Brands Full time

    Job SummaryThe Senior Accountant is responsible for managing general ledger accounts, analyzing financial data, and ensuring the accuracy of financial transactions. This role also involves managing sales and use tax filings, administering tax preparation software, and maintaining accurate tax records.Key ResponsibilitiesTax CompliancePrepare and file sales...

  • Senior Financial Analyst

    1 month ago

    Plymouth, Michigan, United States Bosch Group Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our team at Bosch Mobility Aftermarket. As a key member of our finance team, you will be responsible for analyzing and interpreting financial data, supporting and acting as primary Financial Analyst for the Business Unit "Windshield Wipers" (WS) in the Mobility...

  • Senior IT Financial Analyst

    4 weeks ago

    Plymouth, Michigan, United States Adient Full time

    The successful candidate will serve as a strategic partner with IT leadership, providing financial insights and support to drive decision-making within the IT department at Adient.This position requires a strong understanding of financial principles, excellent analytical skills, and the ability to communicate complex financial information...

  • Customer Advisor

    1 month ago

    Plymouth Meeting, United States RX2 Solutions Full time

    TITLE: Customer AdvisorTYPE: ContractLOCATION: Plymouth Meeting, PAONSITE/REMOTE/HYBRID: HybridSTART DATE: September/October 2024SHIFT: 1st ShiftWe are looking for a Customer AdvisorThe role of the Customer Advisor is pivotal in delivering outstanding service support to users of a renewable energy tracking platformThis position caters to a wide array of...

  • Senior Surety Underwriter

    4 weeks ago

    Plymouth Meeting, Pennsylvania, United States Liberty Mutual Full time

    Job SummaryThe Senior Surety Underwriter will be responsible for developing and underwriting profitable surety business, and servicing independent agents, brokers, and core contract accounts within an assigned territory. This role requires excellent relationship skills to build and maintain positive partnerships with our agents, brokers, and accounts as a...

  • Senior IT Project Manager/ Scrum Master

    3 weeks ago

    Plymouth, United States Trustone Financial Full time

    WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23...

  • Insurance Consultant with Athletic Background

    1 month ago

    Plymouth, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time

    Unlock Your Potential as an Insurance Consultant with Tri-Harbor Financial Group of Greater BostonAre you a driven individual with a passion for teamwork and competition? Do you possess the discipline and resilience that comes with being an athlete? If so, we invite you to explore a dynamic career as an Insurance Consultant with Tri-Harbor Financial Group of...

  • Senior Financial Analyst

    3 weeks ago

    plymouth, United States Bosch Group Inc Full time

    Company DescriptionWe Are Bosch.At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our outstanding Bosch teams around the world. Their creativity is the key to innovation through connected living, mobility, or industry.Let’s...

  • Senior Financial Analyst

    3 weeks ago

    Plymouth, United States Bosch Group Inc Full time

    Company DescriptionWe Are Bosch. At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our outstanding Bosch teams around the world. Their creativity is the key to innovation through connected living, mobility, or industry. Let’s...

  • Senior Financial Analyst

    3 weeks ago

    Plymouth, United States Bosch Group Inc Full time

    Company DescriptionWe Are Bosch. At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our outstanding Bosch teams around the world. Their creativity is the key to innovation through connected living, mobility, or industry. Let’s...

  • Senior Financial Analyst

    3 weeks ago

    Plymouth, United States Bosch Group Inc Full time

    Company DescriptionWe Are Bosch. At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives. Our areas of activity are every bit as diverse as our outstanding Bosch teams around the world. Their creativity is the key to innovation through connected living, mobility, or industry. Let’s...

  • Senior Accountant

    3 weeks ago

    Plymouth, United States Amerilab Technologies Full time

    Amerilab Technologies is a growing and leading US manufacturer in the development, manufacturing, and packaging of effervescent tablets, and effervescent and non-effervescent powders in stick packs and sachets, and we are currently seeking skilled and experienced Senior Accountant to join our team. The Senior Accountant position requires knowledge of general...

  • Financial Director

    4 weeks ago

    Plymouth Meeting, Pennsylvania, United States Zoom Drain Full time

    We are seeking a skilled Financial Manager to help steer the financial health and growth of Zoom Drain, a leading specialist in drain and sewer services.As a Financial Manager, you'll play a critical role in analyzing financial data, providing insights, and making recommendations for business growth.Key Responsibilities:Financial Analysis & Reporting:Analyze...

  • Controller

    2 months ago

    Plymouth, United States Creative Financial Staffing Full time

    Controller About the Company and Opportunity: CFS is working with a successful manufacturing company to identify a Controller! The Controller role is open due to retirement - this is a great opportunity for long-term stability and growth within your role! The ideal candidate is a self-motivated go-getter who wants to make the role their own! The...

  • Financial Director

    4 weeks ago

    Plymouth Meeting, Pennsylvania, United States Zoom Drain Full time

    At Zoom Drain, we're seeking a skilled Financial Manager to play a crucial role in steering our company's financial health and growth. As a key member of our team, you'll be responsible for analyzing financial data, providing insights and recommendations for business growth, and preparing monthly, quarterly, and annual financial reports.Key...