Wealth Advisor: Client Growth & Financial Planning

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

Benefits offered by this job

Employee Stock Purchase Plan

401K with company match

Banking perks

Paid time off

Job summary

Midland States Bank is seeking a Wealth Advisor to manage existing client relationships, provide financial guidance, and handle account management services. The role involves working with the Senior Wealth Advisor or independently to retain clients, conduct quarterly meetings, reviews, and referrals to other lines of business.

Ideal candidates have 6–8 years in investment management, Series 7/65 licenses, and a fiduciary mindset.

Qualifications

• Bachelor’s degree in business or related field and 6–8 years in investment management.
• Series 7/65 and Life/Health Insurance licenses required.
• Fiduciary mindset and strong client relationship skills.

Responsibilities

• Manage existing client relationships and provide financial guidance.
• Collaborate with Financial Planner to model plans.
• Maintain client retention and satisfaction through regular touches.
• Conduct needs assessments and ongoing holistic advice.
• Monitor portfolios and adjust to market conditions.
• Promote wealth management services and participate in community events.

Skills

Client relationship management

Financial planning

Account management

Sales oriented

Communication skills

Attention to detail

Fiduciary mentality

Teamwork

Education

Bachelor's degree in business

Series 7 / 65 / Life Health Insurance licensed

CFP designation preferred

Job description

Midland States Bank is seeking a Wealth Advisor to manage existing client relationships, provide financial guidance, and handle account management services. The role involves working with the Senior Wealth Advisor or independently to retain clients, conduct quarterly meetings, reviews, and referrals to other lines of business.

Ideal candidates have 6–8 years in investment management, Series 7/65 licenses, and a fiduciary mindset.