Wealth Advisor

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

Benefits offered by this job

Healthcare

Well-being benefits

Paid time off

Employee Stock Purchase Plan

401K with company match

Deferred compensation plan

Job summary

Midland States Bank is seeking a Wealth Advisor to provide investment recommendations and advice to current and prospective clients. The role focuses on identifying distinct financial needs and proposing tailored plans and products to meet goals.

The advisor will develop, deepen, and maintain relationships with investment management and trust clients, while building a network of centers of influence and collaborating with internal teams to drive growth.

Qualifications

• Bachelor's Degree required.
• CFP preferred.
• 5–10 years of experience in financial services or advanced designations may be considered in lieu of experience.

Responsibilities

• Actively calls on high-value prospects and clients to market financial planning, trust and investment management services.
• Conducts full needs assessments and provides ongoing advice and counsel.
• Recommends products based on objectives, tax/estate needs, risk tolerance and asset allocations.

Skills

Communication

Teamwork

Business insight

Decision making

Adaptability

Customer focus

Authenticity

Emotional intelligence

Education

Bachelor's Degree

CFP preferred

Job description

Wealth AdvisorAt 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+ annuallyNow hiring new advisors in our Champaign, Joliet, and Chicago, IL markets!Position SummaryThe 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 AccountabilitiesActively 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 Banks 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.The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.May require work in a Midland office to ensure collaboration and support of internal and external customers.Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).Other duties as assigned.Position QualificationsEducation/Experience:Bachelors 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 insightCultivates innovationDrives resultsMakes sound decisionsBeing a brand championCollaboratesCommunicates effectivelyCustomer focusBeing AuthenticEmotional IntelligenceSelf developmentBeing flexible and adaptableAt 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. Were proud to be an Equal Opportunity and Affirmative 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. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.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] 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.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENTCompensation details: 106250-141650 Yearly SalaryPI02dbebf13aa8-25404-37848026