Apply on Employer Site

Midland States Bank · 2 hours ago

Wealth Advisor

Rockford, IL

Full-time

Onsite

Mid, Senior Level

$99K/yr - $132K/yr

5+ years exp

Midland States Bank is a unique financial institution focused on personalized customer service and community empowerment. The Wealth Advisor role involves providing investment recommendations and advice to clients, developing and maintaining relationships, and marketing financial planning services to high-value prospects.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business

Conducts full needs assessment with current and potential customers and provides on-going advice and counsel

Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations

Identifies and refers business to other areas within the Bank as appropriate

Provides quality service in meeting customer needs, inquiries and problems

Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities

Represents the Bank in community organizations and activities to enhance the Bank’s image

Develops and maintains a referral network of internal and external sources for additional sales opportunities

Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices

Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts

The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed

May require work in a Midland office to ensure collaboration and support of internal and external customers

Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA)

Other duties as assigned

Qualification

CFPFinancial planningEstate planningEffective communicatorSales orientedTeam environmentAttention to detail

Required

Bachelor's Degree

5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience

Knowledge of financial planning and estate planning techniques

Demonstrated success working in team environment

Ability to meet time constraints without constant supervision

Sales oriented, friendly and persuasive personality

Professionalism and courtesy in dealing with customers and bank employees

Effective communicator

High degree of accuracy with attention to detail required