Midland States Bank · 2 hours ago
Associate Wealth Advisor
Dixon, IL
Full-time
Onsite
Entry, Mid Level
$75K/yr - $100K/yr
1+ years expMidland States Bank is a unique banking institution focused on personalized customer service and community engagement. The Associate Wealth Advisor is responsible for managing client relationships, delivering financial planning and investment advice, and supporting business development efforts within the Wealth Management team.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Support the Lead/Senior Wealth Advisor in growing and servicing investment client relationships while managing an assigned book of business
May serve as the primary relationship manager for select existing clients
Collaborate with Financial Planners to develop and implement financial plans and provide holistic guidance
Respond promptly to client inquiries and recurring account needs
Foster long-term client satisfaction and retention through proactive service
Coordinate meetings, referrals, and calendar management for the Wealth team
Generate additional business by working with assigned banking partners and centers of influence
Provide administrative and operational support to the Lead/Senior Wealth Advisor
Conduct regular client meetings and contribute to the development of tailored client service models
Perform comprehensive client needs assessments and deliver strategic financial counsel
Monitor and rebalance investment portfolios to align with market conditions and client objectives
Stay informed of financial industry trends, regulations, and market developments
Actively market financial planning, trust, and investment services to prospects and clients
Cultivate business opportunities through networking and referral development
Maintain ongoing contact with clients, beneficiaries, and referral sources to identify new opportunities
Identify and refer clients to other bank divisions as appropriate
Drive growth in revenue and assets under management (AUM)
Partner with marketing to promote Wealth Management services via community engagement, social media, and client events
Represent Midland States Bank in community initiatives to enhance its public image
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA)
Other duties as assigned
Qualification
Required
Bachelor's degree in business or a related field, or equivalent combination of education and experience
1–5 years of experience in investment management and/or financial advisory services
Proven ability to develop, manage, and grow client relationships
Sales-oriented, friendly, and persuasive personality
Professional demeanor and customer service mindset
Strong attention to detail and high degree of accuracy
Upholds a fiduciary standard and exercises discretion with confidential information
Excellent oral, written, and interpersonal communication skills
Strong organizational and time management abilities
Ability to work independently and collaboratively within a team
Preferred
Series 7, 65, and Life/Health Insurance licenses preferred, or ability to obtain within 6 months
CFP® designation preferred
Benefits
Comprehensive healthcare
Well-being benefits
Paid family leave
Generous paid time off
Banking perks
Employee Stock Purchase Plan
401K plan with company match
Opportunity to participate in our Non-Qualified Deferred Compensation plan
Company
Midland States Bank
Midland States Bank is a community-based financial holding company.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$55.33M2016-05-25IPO
2015-06-04Debt Financing· $55.33M
Leadership Team
Jeffrey Ludwig
President and CEO
Eric Lemke
Chief Financial Officer
Recent News
Midland States Bancorp, Inc.
2025-12-01
Midland States Bancorp, Inc.
2025-11-07
Midland States Bancorp, Inc.
2025-11-04
Company data provided by crunchbase