Wealth Advisor II
Company: First Merchants Bank
Location: Columbus
Posted on: January 15, 2026
|
|
|
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!
Keywords: First Merchants Bank, Shreveport , Wealth Advisor II, Sales , Columbus, Louisiana
