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Wealth Advisor

This description is intended to indicate the essential responsibilities of the position. It is not intended to be all inclusive nor does this limit management's right and responsibility todetermine work assignments, reassignments, priorities, etc.  Position Goals: Develop Investment Management and trust and Retirement Plan Services business in assignedmarkets. Management Received: Under the general direction of the Director, Trust Client Development, Trust President or FMTClocation manager Management Exercised: None Essential Duties and Responsibilities: Develop new business in the assigned region(s) and support other FMTC relationships in that region. Develop close working relationships and become a valued team member with local commercial and retail teams, as well as other lines of business in local market. Develop referral relationships in local community with CPA's, attorneys, and other Centers of Influence.  Knowledge, Skills and Abilities: In addition to the list below, it is understood that all positions with the company requireindividuals who possess a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance. Core competencies have been identified as relevant to every position within the company and include: Ethics and Integrity, Listening, Business Acumen, Customer Focus, Approachable and Savvy, Action Oriented, Managing Time & Priorities, Work/Life Balance, Composure & Patience, Drive for Results, Self Development & Knowledge, Dealing with Change, Decision Quality, and Informing.  Competencies: Intellectual Horsepower o Bright and intelligent o Sharp and capable o Deals with complex concepts comfortably Organizing o Can gather and use resources to get things done o Can multi-task to accomplish goals o Keeps information and files arranged to accomplish work Drive for Results o Can be counted on to meet or exceed goals successfully o Strives to be a top performer at First Merchants o Very bottom-line oriented o Pushes self and others for results Political Savvy o Knows how people and organizations function o Can maneuver through complex political situations effectively o Plans approaches by anticipating issues and problems that may arise o Views corporate politics as a necessary part of organizational life and makes adjustments Presentation Skills o Is effective in a variety of formal presentation settings: one-on-one, small and large groups, withpeers, direct reports and bosses o Commands attention and can manage group processes during the presentation o Can change communication tactics when something isn't working LocationMunster Ridge RoadWork HoursFT Mon - Fri 8-5RequirementsPosition Requirements: Education - Bachelors degree or equivalent in accounting, finance, or related field of study.  Experience - Over five (5) years of related sales experience and/or financial services experience Other - Will be an elected officer of the Bank. Preferred Requirements: Additional advanced education or training in a specialized field related to employee benefits, investment management and trust. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity Posters provided by OFCCP here. 18-1322
Salary Range: NA
Minimum Qualification
5 - 7 years

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