Wealth Planning Advisor

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

Benefits offered by this job

Health insurance

Dental & Vision

Paid time off & holidays

Disability & life insurance

401(k) with company match

Job summary

Stillman Bank is seeking a Financial Advisor to join our Trust and Wealth Management team. You will deliver comprehensive financial planning, investment management, and retirement guidance to a portfolio of clients, emphasizing relationship-building and community-focused service.

Ideal candidates have a Bachelor’s in Finance/Business, at least 3 years of advising experience, and professional certifications (CFP/ChFC) preferred.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, or 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.
• 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

Client-first approach

Communication

Financial planning

Education

Bachelor’s degree in Finance/Business/Accounting

Job description

Stillman Bank is seeking a Financial Advisor to join our Trust and Wealth Management team. You will deliver comprehensive financial planning, investment management, and retirement guidance to a portfolio of clients, emphasizing relationship-building and community-focused service.

Ideal candidates have a Bachelor’s in Finance/Business, at least 3 years of advising experience, and professional certifications (CFP/ChFC) preferred.