Financial Advisor

Bankwithbos; Shiloh (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

Bankwithbos in Shiloh, IL seeks an experienced Wealth Advisor to join its Wealth Management team. You will build and manage a portfolio of clients, delivering personalized financial solutions and growing long-term relationships with the Bank’s wealth program.

The role requires strong knowledge of financial planning, investments, retirement planning, insurance, tax and estate concepts, plus FINRA licenses and excellent communication.

Qualifications

• Bachelor’s degree preferred in Finance, Economics, Business or related field.
• Five+ years in wealth management or related client-facing financial services.
• Active FINRA Series 7 and Series 66 licenses (or Series 7 with Series 63/65).
• Strong knowledge of financial planning, investments, retirement, insurance, tax and estate concepts.

Responsibilities

• Develop, manage, and grow a portfolio of wealth management clients through referrals, business development, and existing client relationships.
• Meet with clients to assess financial goals, risk tolerance, and overall financial needs, and develop customized financial strategies.
• Provide guidance on investments, retirement planning, insurance, education funding, tax considerations, estate planning, and other wealth management solutions.
• Monitor client portfolios and conduct regular reviews, providing ongoing recommendations based on changing needs and market conditions.
• Build and maintain strong referral relationships with branch staff, lenders, and other internal business partners.
• Represent the Bank through client meetings, seminars, community outreach, and financial education events.
• Maintain accurate client records, CRM documentation, and activity tracking in accordance with program requirements.
• Ensure compliance with all applicable Bank policies, regulatory requirements, and industry standards.
• Stay current on financial markets, investment products, and industry trends.
• Perform additional duties and special projects as assigned.

Skills

Client relationship development

Communication and presentation

Problem-solving

Business development/referrals

Wealth management knowledge

Education

Bachelor’s degree in Finance, Economics, or Business

Tools

CRM systems

Microsoft Office

Financial planning software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Shiloh, IL, US

About the Position

We are seeking an experienced and relationship-driven Financial Advisor to join our Wealth Management team. This position is responsible for providing comprehensive financial planning and investment guidance to clients while developing, managing, and growing long-term client relationships through the Bank’s wealth program. The Wealth Advisor will partner closely with branch staff and business partners to deliver personalized financial solutions and expand the Bank’s presence in the communities it serves.

• Develop, manage, and grow a portfolio of wealth management clients through referrals, business development, and existing client relationships.
• Meet with clients to assess financial goals, risk tolerance, and overall financial needs, and develop customized financial strategies.
• Provide guidance on investments, retirement planning, insurance, education funding, tax considerations, estate planning, and other wealth management solutions.
• Monitor client portfolios and conduct regular reviews, providing ongoing recommendations based on changing needs and market conditions.
• Build and maintain strong referral relationships with branch staff, lenders, and other internal business partners.
• Represent the Bank through client meetings, seminars, community outreach, and financial education events.
• Maintain accurate client records, CRM documentation, and activity tracking in accordance with program requirements.
• Ensure compliance with all applicable Bank policies, regulatory requirements, and industry standards.
• Stay current on financial markets, investment products, and industry trends.
• Perform additional duties and special projects as assigned.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field preferred.
• Five or more years of experience in wealth management, financial advising, investment services, banking, insurance, or related client-facing financial services role.
• Active FINRA Series 7 and Series 66 licenses, or Series 7 with Series 63 and Series 65 required.
• Strong knowledge of financial planning, investment management, retirement planning, insurance, tax and estate concepts, and wealth management solutions.
• Demonstrated ability to build client relationships, generate new business, and develop referral partnerships.
• Excellent communication, interpersonal, presentation, and problem‑solving skills with the ability to manage multiple client relationships.
• Proficiency with financial planning software, CRM systems, and Microsoft Office applications preferred.

Why Join Us?

Join a collaborative team where client relationships, communication, and service excellence are valued. As a Wealth Advisor, you will play an important role in delivering personalized financial guidance, strengthening client relationships across our communities, and helping clients achieve their long-term financial goals.