Wealth Management Advisor: Build Plans & Grow Clients

First Mid Bank & Trust; Mattoon (IL); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Paid time off

Tuition reimbursement

401(k) with company match

Comprehensive healthcare benefits

Job summary

A financial services provider is seeking an experienced financial advisor to manage client relationships and provide comprehensive financial solutions. The ideal candidate will have at least 4 years of sales experience in the wealth management sector and possess relevant FINRA licenses. Key responsibilities include managing client portfolios and engaging in community activities to foster business growth. This position offers competitive benefits including bonuses and a robust Total Rewards program.

Qualifications

• Minimum 4 years sales experience in wealth management or investment services.
• Must possess FINRA Series 7 and Series 66, plus Life & Health licenses.
• Previous trailing‑12 production minimum of $150,000.

Responsibilities

• Manage a client book of business, providing ongoing guidance.
• Engage in relationship management across business lines.
• Represent the company in community activities and business development.
• Exhibit strong knowledge of financial planning and markets.

Skills

Verbal and interpersonal communication

Self-starter

Industry knowledge

Proficiency with Microsoft Office Suite

Education

Bachelor's degree

Master's degree or related professional certification

Tools

MoneyGuidePro

Job description

A financial services provider is seeking an experienced financial advisor to manage client relationships and provide comprehensive financial solutions. The ideal candidate will have at least 4 years of sales experience in the wealth management sector and possess relevant FINRA licenses. Key responsibilities include managing client portfolios and engaging in community activities to foster business growth. This position offers competitive benefits including bonuses and a robust Total Rewards program.