Senior Wealth Advisor: Client Growth & Holistic Planning

Midland States Bancorp, Inc.; Peru (IL); Hybrid; USD 106,000 - 142,000; Full time

Benefits offered by this job

Healthcare benefits

Well-being benefits

Paid time off

Employee stock purchase plan

401(k) match

Job summary

Midland States Bank in Peru, IL seeks a Wealth Advisor to manage existing client relationships, provide advice, financial planning implementation, and account management. This is an individual contributor role focused on retention, quarterly client meetings, and referrals to other business lines.

Responsibilities include developing financial guidance with the Financial Planner, monitoring portfolios, staying current with industry trends, and collaborating with Sr Wealth Advisors to grow revenue

Qualifications

• Bachelor’s degree in business or a related field, or equivalent combination of education and experience.
• 6-8 years previous experience in investment management and/or financial advisory services with a demonstrated ability to develop, manage and maintain client relationships.
• Series 7 / 65 / Life Health Insurance licenses required; CFP designation preferred.

Responsibilities

• Manage existing client relationships and serve as primary advisor or with Sr. Wealth Advisor.
• Conduct quarterly client meetings and regular account reviews to ensure satisfaction and retention.
• Provide financial planning guidance and implement plans in collaboration with Financial Planner.
• Identify referrals to other Midland Wealth Management services and grow AUM.
• Represent Midland brand in community activities and client engagement events.

Skills

Investment management

Financial advisory

Client relationship management

Sales oriented

Communication skills

Education

Series 7 / 65 / Life Health Insurance licenses

CFP designation preferred

Tools

CRM systems

Job description

Midland States Bank in Peru, IL seeks a Wealth Advisor to manage existing client relationships, provide advice, financial planning implementation, and account management. This is an individual contributor role focused on retention, quarterly client meetings, and referrals to other business lines.

Responsibilities include developing financial guidance with the Financial Planner, monitoring portfolios, staying current with industry trends, and collaborating with Sr Wealth Advisors to grow revenue