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Senior Workplace Wealth Advisor; Retirement Plans
Job in
Lafayette, Tippecanoe County, Indiana, 47903, USA
Listed on 2026-02-16
Listing for:
First Merchants Bank
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services institution in Indiana is looking for a Senior Workplace Wealth Advisor. This role involves providing strategic guidance for large retirement plans, developing participant education strategies, and mentoring advisors. Candidates should have an associate's degree and at least five years of experience working with plan sponsors. Strong ERISA knowledge and relevant licenses are a plus. The position offers competitive base pay, bonuses, and comprehensive insurance coverage, underscoring a commitment to financial wellness in the communities served.
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Position Requirements
10+ Years
work experience
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