Wealth Advisor — Client-Focused Financial Planning

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

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.