Wealth Advisor: Growth, Planning & Client Impact

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

Benefits offered by this job

Health benefits

401K with company match

Employee Stock Purchase Plan

Stock awards

Job summary

Midland States Bank in Chicago, IL seeks a Wealth Advisor to provide tailored investment recommendations and build long-term client relationships. You will identify client needs and offer plans and products to help achieve goals, while developing a network of centers of influence and maintaining regulatory compliance.

The role emphasizes team collaboration, high-value client service, and growth within an established bank.

Qualifications

• Bachelor's degree required; CFP preferred.
• 5–10 years of experience in financial services.
• Knowledge of financial planning and estate planning techniques.
• Demonstrated success working in a team environment.

Responsibilities

• Actively calls on high value prospects and clients to market financial planning, trust and investment management services.
• Conducts full needs assessment with current and potential customers and provides ongoing advice.
• Recommends appropriate products and services based on objectives, tax and estate needs, risk tolerance and asset allocations.
• Identifies and refers business to other areas within the Bank as appropriate.
• Maintains contact with existing clients and referral sources to identify new sales opportunities.
• Represents the Bank in community organizations and activities to enhance the Bank's image.

Skills

Sales oriented

Effective communicator

Teamwork

Education

Bachelor's degree

CFP

Job description

Midland States Bank in Chicago, IL seeks a Wealth Advisor to provide tailored investment recommendations and build long-term client relationships. You will identify client needs and offer plans and products to help achieve goals, while developing a network of centers of influence and maintaining regulatory compliance.

The role emphasizes team collaboration, high-value client service, and growth within an established bank.