Wealth Advisor – Personal Planning & Relationship Focus

Stillman Bank; Rockford (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

Stillman Bank is seeking a Financial Advisor to deliver comprehensive financial planning, investment management, and retirement planning services to new and existing clients in the Rockford, IL region.

The role emphasizes relationship-building, personalized guidance, and adherence to regulatory compliance within a community bank culture. A CFP/ChFC credential is valued, with 3+ years of relevant experience.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or a related field.
• Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
• CFP®, ChFC®, or other relevant professional certification preferred.
• Strong interpersonal and communication skills with a client-first approach.
• Ability to interpret financial information and provide sound guidance to a diverse client base.
• Familiarity with trust services and estate planning concepts is a plus.
• Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance.

Responsibilities

• Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies.
• Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance.
• Assess clients' financial situations and recommend appropriate investment solutions, working within the bank’s established investment philosophy and compliance standards.
• Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service.
• Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank’s values and growth goals.
• Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice.
• Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings.
• Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals.

Skills

Interpersonal skills

Communication

Client-first approach

Education

Bachelor’s degree in Finance, Business, Accounting, or a related field

Job description

Stillman Bank is seeking a Financial Advisor to deliver comprehensive financial planning, investment management, and retirement planning services to new and existing clients in the Rockford, IL region.

The role emphasizes relationship-building, personalized guidance, and adherence to regulatory compliance within a community bank culture. A CFP/ChFC credential is valued, with 3+ years of relevant experience.