Stillman Bank · 19 hours ago
Financial Advisor
Roscoe,IL,US
Full-time
Onsite
Mid Level
3+ years expStillman Bank is a local community bank founded in 1882, and they are seeking a Financial Advisor to join their Trust and Wealth Management team. This role is responsible for delivering comprehensive financial planning and investment management services to clients while building strong relationships and supporting the bank's community-focused mission.
BankingFinancial Services
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
Qualification
Required
Bachelor's degree in Finance, Business, Accounting, or a related field
Minimum of 3 years of experience in financial advising, investment management, or wealth planning
Strong interpersonal and communication skills with a client-first approach
Ability to interpret financial information and provide sound guidance to a diverse client base
Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance
Preferred
CFP®, ChFC®, or other relevant professional certification preferred
Familiarity with trust services and estate planning concepts is a plus
Benefits
Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays.
We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
The bank pays for short-term disability, long-term disability, and life insurance on your behalf.
You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.
Company
Stillman Bank
Stillman Bank is a local, independently-owned community bank founded in 1882 and has been meeting the financial needs of our customers in northern Illinois for more than a century.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase