Wealth Advisor

Midland States Bank; Champaign (IL); On-site; USD 106,000 - 142,000; Full time

Benefits offered by this job

Comprehensive healthcare

401K with company match

Employee Stock Purchase Plan

Paid time off

Job summary

Midland States Bank in Illinois is seeking a Wealth Advisor to provide investment recommendations and grow relationships with investment management and trust clients. You will identify clients’ financial needs and propose suitable plans and products while expanding your network within the market.

You will actively reach high-value prospects, conduct needs assessments, and deliver ongoing advice, all while adhering to regulatory standards.

Qualifications

• Bachelor’s Degree required; CFP preferred.
• 5–10 years experience in financial services or equivalent credentials may be considered in lieu of experience.
• Knowledge of financial planning and estate planning techniques.
• Strong teamwork, time management, and client service skills.

Responsibilities

• Market financial planning, trust and investment management services to high-value prospects and centers of influence.
• Conduct needs assessments with clients and provide ongoing advice and counsel.
• Recommend products and services based on client objectives, tax and estate needs, risk tolerance, and asset allocations.
• Develop and maintain referral networks and coordinate with other bank areas when appropriate.
• Maintain client contact and compliance with relevant regulations (e.g., BSA).
• Travel for training and team meetings; occasional work at Midland offices.

Skills

Sales skills

Communication

Time management

Team player

Attention to detail

Client relationship

Education

Bachelor’s Degree

CFP preferred

Job description

About the Role

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements. Salary Range: $106,250 - $141,650+ annually Now hiring new advisors in our Champaign, Joliet, and Chicago, IL markets! Position Summary The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution.

Primary Accountabilities

• Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business.
• Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
• Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
• Identifies and refers business to other areas within the Bank as appropriate.
• Provides quality service in meeting customer needs, inquiries and problems.
• Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
• Represents the Bank in community organizations and activities to enhance the Bank’s image.
• Develops and maintains a referral network of internal and external sources for additional sales opportunities.
• Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
• Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
• Maintains compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
• Travel as required for training and team meetings; occasional travel to locations within market as needed; may require work in a Midland office.
• Other duties as assigned.

Position Qualifications

Education/Experience: Bachelor’s Degree. CFP preferred. 5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.

• Knowledge of financial planning and estate planning techniques.
• Demonstrated success working in team environment.
• Ability to meet time constraints without constant supervision.
• Sales oriented, friendly and persuasive personality.
• Professionalism and courtesy in dealing with customers and bank employees.
• Effective communicator.
• High degree of accuracy with attention to detail required.

Competencies

• Business insight
• Cultivates innovation
• Drives results
• Makes sound decisions
• Being a brand champion
• Collaborates
• Communicates effectively
• Customer focus
• Being Authentic
• Emotional Intelligence
• Self development
• Being flexible and adaptable

Benefits and Compensation

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We’re proud to be an Equal Opportunity and Affimative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Accommodation Statement

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at [e-mail].

Use of AI

Midland States Bank may use automated tools and artificial intelligence (“AI”) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.

Disclaimer

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Company Culture

At Midland, we’re proud to be a little different. You can see it in our bright orange signs—but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique – providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right.