Wealth Advisor: Grow Client Wealth & Trust

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

Benefits offered by this job

Healthcare benefits

Wellness program

Paid family leave

Paid time off

ESPP

401(k) match

Deferred compensation

Job summary

Midland States Bank seeks a Wealth Advisor in Illinois to provide investment recommendations and strategic financial guidance to prospective and current clients. You will identify needs, suggest plans and products to meet goals, and build relationships with investment management clients and trust beneficiaries.

The role is team-based and client-focused. You will market planning and investment services, perform needs assessments, ensure compliance with risk controls, and travel periodically to

Qualifications

• Bachelor’s Degree; CFP preferred; 5–10 years in financial services.
• Knowledge of financial planning and estate planning techniques.
• Strong communication and interpersonal skills.

Responsibilities

• Actively calls on high value prospects and clients to market financial planning and investment management services.
• Develops and maintains relationships with investment management clients, trust clients, and beneficiaries.
• Ensures compliance with risk controls and regulatory standards; travels as needed.

Skills

Sales oriented

Communication

Customer focus

Attention to detail

Education

Bachelor’s Degree

CFP preferred

Job description

Midland States Bank seeks a Wealth Advisor in Illinois to provide investment recommendations and strategic financial guidance to prospective and current clients. You will identify needs, suggest plans and products to meet goals, and build relationships with investment management clients and trust beneficiaries.

The role is team-based and client-focused. You will market planning and investment services, perform needs assessments, ensure compliance with risk controls, and travel periodically to