Financial Advisor

Job overview

The Financial Advisor role is onsite in Lafayette, IN; compensation is not specified, though the posting mentions base pay plus bonuses. The advisor supports First Merchants Bank's work to enhance the financial wellness of the communities it serves.

What you'll do

• Facilitate sales and service of securities, annuities, registered investment advisory products, and life insurance.
• Develop new business and existing client relationships, coordinate appointments and presentations, provide financial planning guidance, process client-requested securities transactions, and maintain required documentation and compliance files.
• The role requires Series 7, Series 63 and 65 or Series 66, and an applicable state insurance license.

What we're looking for

Skills & competencies

financial advisor

full-time

lafayette in

first merchants bank

investment products

securities

annuities

financial planning

client relationships

series 7

series 63 and 65 or 66

insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• Base pay plus bonuses, medical, dental and vision insurance, 401(k), health savings and flexible spending accounts, vacation and sick time, paid holidays, paid parental leave, and tuition reimbursement.

About the employer

First Merchants Bank is hiring for this role. Industry: Commercial Banking. Sector: 52.