Position Goals:
Perform routine, essential administrative officer duties with Wealth Manager oversight. Duties include preparation, monitoring and maintenance of client records and data, client service and other standard administrative duties. Individual will be assigned specific accounts to support and build an understanding of client relationships in a Wealth Management role.
Essential Duties and Responsibilities:
Position Requirements
Education - Bachelor’s degree in finance, accounting, management or related field.
Experience - One (1) to three (3) years of wealth management related experience.
Preferred Requirements
Advanced degree or industry related certifications.
First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana. The Corporation has one full-service bank charter, First Merchants Bank. The Bank also operates as First Merchants Private Wealth Advisors (as a division of First Merchants Bank). First Merchants Corporation’s common stock is traded on the NASDAQ Global Select Market System under the symbol FRME.
First Merchants offers customers broad financial services throughout locations in Indiana, Ohio, Illinois and Michigan providing:
• Commercial Banking (business) – checking, treasury management, card services, financing, loans, electronic banking, online and mobile banking.
• Personal Banking (consumer) – checking, savings, CDs, mortgages, loans, IRAs, HSAs, online and mobile banking.
• Private Wealth Advisors - trusts, investments, 401(k) plans, 403(b) plans, profit sharing plans, pension plans, cross-tested plans, cash balance plans, Flexible Spending Accounts, IRAs, SEP IRAs, and succession planning.
First Merchants is committed to customers by:
• Developing strong relationships.
o As financial advisors – our professionals listen and provide solutions
o The tenure of our professionals averages eight years, meaning you will enjoy continuity of service
o We hire local professionals from the communities we serve
• Customers benefit from local decision making.
o Decisions are made faster
o The process is streamlined, with each customer having a single point of contact.
o Our financial professionals are empowered to develop tailored solutions.
• The local communities we serve benefit from First Merchants’ involvement and support.
Member FDIC, Equal Housing Lender. Investment Management solutions provided by First Merchants Private Wealth Advisors may not be FDIC insured, are not deposits of First Merchants Bank and may lose value. First Merchants and the shield logo are registered service marks of First Merchants Corporation.
