Wealth Advisor – Client-Focused Planning

Stillman Bank; Rochelle (IL); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Paid time off including vacation and personal time

Health insurance options

401k match and profit-sharing contributions

Job summary

A community-focused bank in Rochelle, IL seeks a Financial Advisor to deliver personalized financial planning and investment management services to clients. This role emphasizes building trust and strong client relationships while aligning with the bank’s mission of high-touch service. Ideal candidate has a bachelor's degree and minimum 3 years of experience in financial advising. The position offers competitive salary starting at $80,000+, plus generous benefits including paid time off and health insurance.

Qualifications

• Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
• CFP®, ChFC®, or other relevant professional certification preferred.
• Ability to interpret financial information and provide sound guidance to a diverse client base.

Responsibilities

• Provide customized financial planning and investment advice to clients.
• Serve as a primary point of contact for a portfolio of clients.
• Assure a holistic and integrated approach to client service.

Skills

Client relationship building

Investment management

Financial planning

Interpersonal communication

Education

Bachelor’s degree in Finance, Business, Accounting, or a related field

Job description

A community-focused bank in Rochelle, IL seeks a Financial Advisor to deliver personalized financial planning and investment management services to clients. This role emphasizes building trust and strong client relationships while aligning with the bank’s mission of high-touch service. Ideal candidate has a bachelor's degree and minimum 3 years of experience in financial advising. The position offers competitive salary starting at $80,000+, plus generous benefits including paid time off and health insurance.