Wealth Advisor

Midland States Bank; Weldon Spring (MO); On-site; USD 106,000 - 142,000; Full time

Job summary

Midland States Bank is seeking a Wealth Advisor in Weldon Spring, MO, to manage existing client relationships and deliver comprehensive financial planning and investment guidance. You will work with Sr. Wealth Advisors or independently, ensuring personalized service and strong retention.

Responsibilities include meetings, reviews, referrals, and collaboration with marketing and other lines of business. A fiduciary mindset, robust communication, and detail orientation are essential.

Qualifications

• Bachelor’s degree in business or related field; 6–8 years investment/financial advisory exp.
• Series 7/65 licenses and Life/Health Insurance licenses required; CFP preferred.
• Strong client relationship abilities and fiduciary mindset.
• Excellent communication and time management skills.
• Detail-oriented with ethical standards.

Responsibilities

• Manage existing client relationships and provide financial guidance.
• Conduct regular client meetings and reviews.
• Drive revenue growth and AUM through referrals.
• Collaborate with Sr. Wealth Advisors and Marketing.
• Ensure regulatory compliance and brand stewardship.

Skills

Client relationships

Sales oriented

Communication skills

Detail oriented

Time management

Team collaboration

Education

Bachelor’s degree in business

CFP designation preferred

Tools

Series 7

Series 65

Life/Health Insurance license

Job description

Wealth Advisor Salary Range

$106,250 - 141,650+ annually

Position Summary

The Wealth Advisor manages existing client relationships, working either with the Sr. Wealth Advisor or on their own, providing advice, financial planning implementation, and account management services to clients. This role is responsible for account retention, quarterly client meetings, account reviews, and referrals to other business lines. The Wealth Advisor is responsible for championing the Midland brand, engaging in the community and creating marketing events. This is an individual contributor role.

Primary Accountabilities

Functions as the primary manager of existing client relationships. Develops and implements financial guidance, collaborating with the Financial Planner to create and model plans. Promptly addresses basic and recurring client account concerns. Takes ownership for maintaining and enhancing client retention and satisfaction. Meets with clients on a regular basis and, in conjunction with the Sr. Advisors, works to develop client service models. Conducts comprehensive needs assessment for current and potential customers and provides on-going, holistic advice and counsel tailored to clients’ financial goals. Monitors and adjusts investment portfolios to ensure alignment with market conditions and clients’ objectives. Acts as financial expert to our clients and employees staying abreast of industry and regulatory updates, the economy and financial markets. Proactively reaches out to prospects and clients to market financial planning, trust and investment management services. Collaborates with Sr Wealth Advisors and related centers of influence to cultivate business. Maintains regular contact with existing clients, beneficiaries, and referral sources to identify new or additional sales opportunities. Identifies and refers business to other areas within the bank as appropriate. Takes responsibility for growth in revenue and Assets Under Management (AUM). Collaborates with marketing team to promote Midland’s Wealth Management services to include community involvement, social media, client engagement events, etc. Represents bank in community organizations and activities to enhance Bank’s image. Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA). Other duties as assigned.

Position Qualifications

Education/Experience: 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 licensed. CFP (Certified Financial Planner) designation preferred. Sales oriented, friendly and persuasive personality. Professionalism and courtesy in dealing with customers and colleagues. High degree of accuracy with attention to detail required. Possess a fiduciary mentality, always doing what’s best for the client and maintaining confidentiality in all matters. Strong oral, written, and interpersonal communication skills. Strong organization and time management skills. Strong attention to detail. Ability to work independently and as part of a team.

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

Accommodation & Contact

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].

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT 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.

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.

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.

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.