Senior Retirement Plan and Wealth Advisor

First Merchants Bank is seeking a Senior Workplace Wealth Advisor (Retirement Plan) to join our team! This position provides strategic guidance and experience within the Workplace Wealth Advisory Team and to clients of First Merchants and will work directly with some of our largest and most complex retirement plans, helping sponsors think strategically about plan design, fiduciary responsibilities, and workforce financial wellness. The advisor also plays a central role in shaping participant education strategies and communication campaigns that align with each plan's goals and helps develop advisors through mentorship, collaboration, and practical coaching, with a focus on elevating the quality of conversations we have with plan sponsors.

As part of this role, you will:

• Lead strategic discussions with plan sponsors around plan design, regulatory trends, and longterm plan objectives.
• Develop and implement participant education and communication strategies tailored to workforce needs.
• Serve as a primary advisory resource for the organization's largest retirement plans, ensuring consistent and highquality service.
• Partner with internal teams to enhance service delivery, advisor development, and continued growth of the Workplace Wealth practice. Managing a book of retirement plan investment advisory business.
• Mentor and support advisors, sharing best practices and helping strengthen overall team expertise.
• Conducting regular review meetings with new and existing clients.
• Develop/enhance referral process from Bank associates to Workplace Wealth.
• Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile.
• Develop and strengthen lead generation from other Centers of Influence.
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.

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

• Associate's degree in business, accounting, or related field of study.
• A minimum of five (5) years' experience working/consulting with Plan Sponsors.

The following would be a plus:

• Strong ERISA knowledge
• Series 6 or 7, Series 66 and insurance licenses

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!

Upcoming Location Change: In 2026 our Detroit Headquarters at 32991 Hamilton Court, Farmington Hills, MI 48334 will be moving to Royal Oak at 400 W 4th Street, Royal Oak, MI 48067.