Apply on Employer Site

First Merchants Corporation · 1 day ago

Senior Wealth Manager

Indianapolis, Indiana, United States

Full-time

Onsite

Senior Level

5+ years exp

First Merchants Corporation is seeking a Senior Wealth Manager to join their team. The Senior Wealth Manager will deliver comprehensive financial advice and planning to clients, collaborating with team members and external advisors while focusing on retaining and expanding client relationships.

Financial Services

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