Wealth Advisor: Client Growth & Planning Leader

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

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.