Wealth & Trust Advisor — Personal Financial Planning

Stillman Bank Corp NA; Rockford (IL); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Life insurance

401(k) plan with company match

Paid time off and holidays

Job summary

Stillman Bank Corp NA is seeking a Financial Advisor to join its Trust and Wealth Management team. The role focuses on delivering comprehensive financial planning, investment management, and retirement planning services to clients while strengthening community relationships.

You will work with internal teams to provide holistic guidance, develop new client relationships, and ensure regulatory compliance across offerings.

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.

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

Client relationship management

Communication skills

Ethical standards

Regulatory compliance

Education

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

Job description

Stillman Bank Corp NA is seeking a Financial Advisor to join its Trust and Wealth Management team. The role focuses on delivering comprehensive financial planning, investment management, and retirement planning services to clients while strengthening community relationships.

You will work with internal teams to provide holistic guidance, develop new client relationships, and ensure regulatory compliance across offerings.