Senior Wealth Manager Job Indianapolis Indiana USA,Finance & Banking

Location: Indianapolis

First Merchants Bank is seeking a Senior Wealth Manager to join our team! The Senior Wealth Manager requires the ability to deliver comprehensive financial advice and planning to clients and prospects. This individual will collaborate with other team members and clients' external advisors to execute, monitor and adjust plans according to clients' needs. This individual will be responsible for retaining or attaining the status of collaborative center-point for assigned clients through a comprehensive approach, including financial planning, wealth transfer and tax strategies, and in some instances administration of trusts, estate planning and settlement along with other fiduciary duties.

The position will also be responsible for retention and expansion of existing relationships and the development of new wealth management business, focusing on Whole Bank Delivery to meet clients' needs. The Senior Wealth Manager may serve as an informal mentor and local subject matter expert to Wealth Managers and Associate Wealth Managers.

Essential Duties and Responsibilities:

Ability to provide comprehensive financial advice to sophisticated and/or sensitive Private Wealth relationships

Uphold and advise relationships based upon fiduciary administrative standards

Develop new business and confer with potential customers

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

Make recommendations to leadership concerning matters on pricing, operations, and overall relationship enhancement opportunities

Serve as the local mentor for financial planning guidance

Engage in professional development through continuing education, seminars, conferences and related training to promote skill growth and to maintain certifications within guidelines as established by management

Ensure compliance with federal, local and company policies and procedures

Participate in or serve on department and/or bank committees

Complete other assignments and/or projects as directed by management

In order to be successful in this position, we require the following:

Bachelor's degree in finance, accounting, management or a related field
A minimum of five (5) years of experience in a wealth manager, financial planner 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!

Equal Opportunity Employer

Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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