Top 48 Financial advisor Jobs in Merrillville, In

Financial Advisor
First Merchants Bank —Merrillville, IN
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Financial Advisor
Edward Jones —Crete, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN
Bank of America —Merrillville, IN
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
Registered Investment Advisor
WealthBridge Financial Group —Crown Point, IN
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Planning Advisor
WealthBridge Financial Group —Crown Point, IN
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Financial Advisor
AFIN Family Wealth Management Inc. —Munster, IN
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
11d
Associate Financial Advisor
Edward Jones —DeMotte, IN
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
1d
Managing Director
WealthBridge Financial Group —Merrillville, IN
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Insurance Agent - Valparaiso, IN
Horace Mann —Valparaiso, IN
- Full-time
- Mid-level
- Financial services
- 2 years
Quick Apply
Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN
Magellan Health —Gary, IN
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Trust Associate I
Wintrust Financial Corporation —Lansing, IL
- $20.19 - $26.44 an hour
- Full-time
- Basic math
- Research
- Office
- AD&D insurance
- Employee stock purchase plan
4d
Financial Services Representative - State Farm Agent Team Member
joshua baumgartner - State Farm Agent —Beecher, IL
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Marketing
- Entry level
- 401(k) matching
- Opportunities for advancement
Quick Apply
Financial Services Representative - State Farm Agent Team Member
John Harrell - State Farm Agent —Homewood, IL
- $65,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Insurance Agent - Valparaiso, IN
Horace Mann - Agent Opportunities —South Haven, IN
- Mid-level
- Financial services
- 2 years
Quick Apply
Investment Executive (Financial Advisor) Country Club Hills, IL
Fifth Third Bank —Country Club Hills, IL
- Full-time
- Mid-level
- Office
- Travel
Premier Client Specialist
BMO Financial Group —Evergreen Park, IL
- $57,500 - $106,500 a year
- Full-time
- Office
- Mentoring
- Organizational skills
- Health insurance
- Tuition reimbursement
Senior Director – RIA Distribution
Hines —Chicago, IL
- $225,000 - $270,000 a year
- Master's degree
- 8 years
- Bachelor's degree
Client Service Administrator - Maar Financial Group
Thrivent —Crown Point, IN
- $46,000 - $58,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- 401(k)
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
Quick Apply
4d

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financial advisor jobs near merrillville, in

Financial Advisor

First Merchants Bank -
Merrillville, IN

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Job Details

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Parental leave
Vision insurance

Qualifications

High school diploma or GED
Series 7
Driver's License
Experience practicing in the securities industry

Full Job Description

First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company’s mission statement utilizing an explicit standard of care focusing on the clients best interests.

Essential Duties and Responsibilities:

Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account.

Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.

Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.

Meet activity and production goas as established; includes develop within existing book of business.

Continuously work to establish and enhance existing customer and business referral relationships.

Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.

Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.

Respond timely to client and prospect requests.

Assist in the development of an annual sales plan.

Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.

Process security transactions through the designated broker/dealer as requested by clients.

Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.

Participate in civic activities to promote growth and development in the community and a positive image for the bank.

Participate in special projects and perform other responsibilities as required.

To be successful in this position, we require the following:

High School diploma or equivalent (GED).
A minimum of three (3) years of securities sales, annuity sales or related experience.
Valid driver’s license.
Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.

The following would be a plus:

Bachelor’s degree in finance, accounting or a related banking field.
Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.

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!

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

financial advisor jobs in merrillville, in

Financial Advisor

Financial Advisor

Financial Solutions Advisor Registration Candidate - Crossings at Hobart, IN

Registered Investment Advisor

Wealth Planning Advisor

Senior Financial Advisor

Associate Financial Advisor

Managing Director

Insurance Agent - Valparaiso, IN

Personal Financial Counselor; Assignment Ready Counselor, PFC, Gary, IN

Trust Associate I

Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Insurance Agent - Valparaiso, IN

Investment Executive (Financial Advisor) Country Club Hills, IL

Premier Client Specialist

Senior Director – RIA Distribution

Client Service Administrator - Maar Financial Group

Relationship Manager – Private Wealth & Tax Solutions

Financial Professional Healthcare RN/NP/RCP

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