Senior Wealth Manager
Company: First Merchants Bank
Location: Indianapolis
Posted on: February 18, 2026
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Job Description:
Job Description Job Description First Merchants Bank is seeking
a Senior Wealth Manager to join our team! The Senior Wealth Manager
requires the ability to deliver comprehensive financial advice and
planning to clients and prospects. This individual will collaborate
with other team members and clients’ external advisors to execute,
monitor and adjust plans according to clients’ needs. This
individual will be responsible for retaining or attaining the
status of collaborative center-point for assigned clients through a
comprehensive approach, including financial planning, wealth
transfer and tax strategies, and in some instances administration
of trusts, estate planning and settlement along with other
fiduciary duties. The position will also be responsible for
retention and expansion of existing relationships and the
development of new wealth management business, focusing on Whole
Bank Delivery to meet clients’ needs. The Senior Wealth Manager may
serve as an informal mentor and local subject matter expert to
Wealth Managers and Associate Wealth Managers. Essential Duties and
Responsibilities: Ability to provide comprehensive financial advice
to sophisticated and/or sensitive Private Wealth relationships
Uphold and advise relationships based upon fiduciary administrative
standards Develop new business and confer with potential customers
Develop relationships with client’s other advisors such as
attorneys, advisors, consultants, and other financial services
providers; become the collaborative center point to provide
comprehensive planning and advice Make recommendations to
leadership concerning matters on pricing, operations, and overall
relationship enhancement opportunities Serve as the local mentor
for financial planning guidance Engage in professional development
through continuing education, seminars, conferences and related
training to promote skill growth and to maintain certifications
within guidelines as established by management Ensure compliance
with federal, local and company policies and procedures Participate
in or serve on department and/or bank committees Complete other
assignments and/or projects as directed by management In order to
be successful in this position, we require the following:
Bachelor’s degree in finance, accounting, management or a related
field A minimum of five (5) years of experience in a wealth
manager, financial planner or equivalent role The following would
be a plus: Graduate degree in a business-related field or Juris
Doctorate (JD) Industry related certification(s) i.e. Certified
Financial Planner, Certified Wealth Strategist or other recognized
designation(s) 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, Muncie , Senior Wealth Manager, Accounting, Auditing , Indianapolis, Indiana
