Wealth Advisor II Job at First Merchants Bank, Columbus, OH

UnQ2MHUxL1IwQjZsT1gvN3JERGtzR0xxRkE9PQ==
  • First Merchants Bank
  • Columbus, OH

Job Description

Job Description

Job Description

First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management, private banking, and fiduciary solutions for new clients. Develop self-sourced, new client relationships through prospecting efforts.

Essential Duties and Responsibilities:

  • Assume the lead relationship contact on new business relationships.
  • Lead the advisory team and coordinate all functions with the client and the FMPWA/FM team.
  • Coordinate and lead prospect/client meetings.
  • Assist Wealth Advisors and Senior Wealth Advisors in developing 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 own 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, including preparation and presentation of materials.
  • Transition service of new clients to the Wealth management team.
  • Support Wealth Advisors and Senior Wealth Advisors in development and execution of financial planning.
  • Work closely with the clients outside advisory team (attorney/CPA) to coordinate appropriate services and solutions.
  • Develop industry skills to prepare for promotion to Wealth Advisor.

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

  • Bachelor's degree.
  • A minimum of two (2) years of experience in a financial services field OR one year of experience as an Associate Wealth Advisor at First Merchants.
  • Desire to learn and grow as a Wealth Management professional.

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!

Job Tags

Local area, Flexible hours,

Similar Jobs

ATI Inc.

Custodian with Security Clearance Job at ATI Inc.

 ...and up to 56 hours of sick leave per year based on the Service Contract Act (SCA); Employee and family medical, dental, vision, and prescription...  ...: Duties may include, but not be limited to, the following: Cleaning offices, restrooms, common areas, elevators, kitchenettes,... 

Alorica

Customer Service Representative Overnights Job at Alorica

 ...Position: Customer Service Representative Overnight Location: 10940 Laureate Drive,...  ...of the product and/or service Document call-related information for auditing and reporting...  ...performed in a climate-controlled, call-center environment Ongoing usage of phone and... 

Big Fish Rentals

Deep Cleaner - Big Fish Rentals Job at Big Fish Rentals

 ...Job Description Job Description We are seeking a thorough and detail-oriented Deep Cleaner to join our cleaning team. The Deep Cleaner will be responsible for performing comprehensive cleaning tasks to ensure the highest standards of cleanliness and hygiene in residential... 

UDSs Team

Graphic Website Designer Job at UDSs Team

 ...see if we are a great fit for you ! We are a subscription based design agency that helps businesses save time, save money, and scale...  ...COVID-19 considerations:Due to COVID-19, we are temporarily remote. We will eventually be back in an office setting. Education:... 

Gecko Hospitality

Restaurant Manager - Bar Leaders Needed Job at Gecko Hospitality

 ...Job Description Job Description Restaurant Manager Opportunity New American Cuisine Award-Winning Cocktails & Beer Springfield, IL Are you a driven, hospitality-focused leader ready to elevate a standout dining experience? Were seeking a Restaurant Manager...