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Form of work
SalaryAs part of this role, you will:
- Lead a regional team to achieve individual and group expectations, coaching, ensuring accountability and leading by example.
- Knowledgeable in the areas of financial and estate planning, trust, tax and investment management matters and uses sound judgement to determine when subject matter expertise is needed.
- Ability to advise sophisticated and/or sensitive Private Wealth relationships.
- Participate and assist in the development of new business and confer with potential customers.
- Main regional point of contact for other lines of business within the market.
- Collaborate with leadership and participate in decision making in matters related to pricing, operations, overall relationship enhancement opportunities and budgeting.
- Participate in or serve on department and/or bank committees.
- Engage in professional development through continuing education, seminars, conferences and related training in support of individual growth and team leadership.
- Oversee and ensure compliance with company policies and procedures within their location.
- Complete other assignments and/or projects as directed by management.
To be successful in this position, we require the following:
- Bachelor’s degree in finance, accounting, management or a related field of study.
- Seven (7) or more years of experience in a wealth planner, Wealth Management leadership or equivalent role.
The following would be preferred, but not required:
- Graduate degree in business or Juris Doctorate (JD)
- Industry related certification(s) i.e. Certified Financial Planner, Certified Wealth Strategist or other recognized designation(s)
- Previous leadership experience
First Merchants offers the following:
- Base Pay PLUS Bonuses
- 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)
