Senior Financial Advisor

6 days ago


Sterling Heights, Michigan, United States First Merchant's Bank Full time
Senior Financial Advisor

First Merchants Bank is seeking a highly skilled Senior Financial Advisor to join our team. This role will involve facilitating the sale and service of securities, annuities, and registered investment advisory products to qualified clients.

Key Responsibilities:
  • 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 client's best interests.
  • Coordinate sales appointments, make presentations, and complete all necessary paperwork on successful sales.
  • Maintain effective relationships with financial institution branch personnel in assigned territory.
  • Meet activity and production goals as established, including developing within existing book of business.
  • 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.
Requirements:
  • 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.
Preferred Qualifications:
  • 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.
What We Offer:
  • 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
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.



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