Wealth Advisor — Growth in Financial Planning & Investments

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

Benefits offered by this job

Comprehensive healthcare

401K with company match

Employee Stock Purchase Plan

Paid time off

Job summary

Midland States Bank in Illinois is seeking a Wealth Advisor to provide investment recommendations and grow relationships with investment management and trust clients. You will identify clients’ financial needs and propose suitable plans and products while expanding your network within the market.

You will actively reach high-value prospects, conduct needs assessments, and deliver ongoing advice, all while adhering to regulatory standards.

Qualifications

• Bachelor’s Degree required; CFP preferred.
• 5–10 years experience in financial services or equivalent credentials may be considered in lieu of experience.
• Knowledge of financial planning and estate planning techniques.
• Strong teamwork, time management, and client service skills.

Responsibilities

• Market financial planning, trust and investment management services to high-value prospects and centers of influence.
• Conduct needs assessments with clients and provide ongoing advice and counsel.
• Recommend products and services based on client objectives, tax and estate needs, risk tolerance, and asset allocations.
• Develop and maintain referral networks and coordinate with other bank areas when appropriate.
• Maintain client contact and compliance with relevant regulations (e.g., BSA).
• Travel for training and team meetings; occasional work at Midland offices.

Skills

Sales skills

Communication

Time management

Team player

Attention to detail

Client relationship

Education

Bachelor’s Degree

CFP preferred

Job description

Midland States Bank in Illinois is seeking a Wealth Advisor to provide investment recommendations and grow relationships with investment management and trust clients. You will identify clients’ financial needs and propose suitable plans and products while expanding your network within the market.

You will actively reach high-value prospects, conduct needs assessments, and deliver ongoing advice, all while adhering to regulatory standards.