Top 15 Personal Financial Advisors Jobs in Muncie, IN

Financial Advisor
First Merchants Bank —Muncie, IN
- Mid-level
- Finance
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Financial Services Professional - Hybrid Remote (IN)
Bankers Life —Muncie, IN
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Technology Advisor
Ball State University —Muncie, IN
- $50,000 - $60,000 a year
- Online Application
- Computer Science
- Research
- Mid-level
- Paid parental leave
- Disability insurance
Quick Apply
17h
Branch Office Administrator
Edward Jones —New Castle, IN
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Finance Manager
Honeywell —Muncie, IN
- Full-time
- 6 years
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
4d
Claim Specialist - Property Field Inspection
State Farm —Muncie, IN
- $63,089.65 - $90,000.00 a year
- Overtime
- Mid-level
- Residential
- Analysis skills
- Paid holidays
- Health insurance
3d
Senior Home Lending Advisor- Muncie, IN
JPMorganChase —Muncie, IN
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Registered Nurse – Progressive Oncology/Hospice
Indiana University Health —Muncie, IN
- Part-time
- Nursing
- RN License
- BLS Certification
- Tuition reimbursement
- Employee assistance program
12d
Commercial Banking Relationship Manager
Northwest Bank —Muncie, IN
- Full-time
- 6 years
- Marketing
- Office
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Sr. Transaction Coordinator - Remote or Hybrid
Cushman & Wakefield —Indianapolis, IN
Must obtain and hold state real estate salesperson license. Prepare transaction communication tools and packages for management for internal approval process.
$55,250 - $65,000 a year
Quick Apply
Project Manager Indiana
cGMPnow —Indianapolis, IN
Provides oversight of design packages and specifications, RFPs, design review, vendor/contractor selection, constructability reviews, approval of submittals,…
$150,000 - $200,000 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply
Part-Time Personal Banker
Heartland Bank —Reynoldsburg, OH
You will use banking software to view customer accounts, research statements and transactions, answer customer questions, and to refer them to other services…
5d

Show more jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Muncie, IN

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Personal Financial Advisors jobs near Muncie, IN

Finance Manager jobs in Muncie, IN

Professional Sports jobs in Dallas, TX

Financial Professional jobs in Pittsburgh, PA

Direct Support Professional jobs in Bakersfield, CA

Licensed Professional Counselor jobs in South Carolina

Financial Professional jobs in Tampa, FL

Financial Professional jobs in Buda, TX

Financial Professional jobs in Concord, NC

Direct Support Professional jobs in Durham, NC

Finance Manager jobs in Fairfax, VA

Finance Manager jobs in Salt Lake City, UT

Finance Manager jobs in Redlands, CA

Finance Manager jobs in Baltimore, MD

Case Manager jobs in Brockton, MA

Finance Fashion Company jobs in New York, NY

Automotive Service Manager jobs in Tennessee

Academic Advisor jobs in Orlando, FL

Senior Advisor jobs in Fort Worth, TX

Senior Advisor jobs in Davis, CA

Service Advisor jobs in Ontario, CA

Financial Advisor

First Merchants Bank -
Muncie, IN

Quick Apply

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.

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Muncie, IN

Financial Advisor

Financial Services Professional - Hybrid Remote (IN)

Technology Advisor

Branch Office Administrator

Finance Manager

Claim Specialist - Property Field Inspection

Senior Home Lending Advisor- Muncie, IN

Registered Nurse – Progressive Oncology/Hospice

Commercial Banking Relationship Manager

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for Personal Financial Advisors in Muncie, IN

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected