Wealth Management Specialist

3 days ago


Effingham, Illinois, United States Midland States Bank Full time
Job Summary

We are seeking a highly skilled Wealth Advisor to join our team at Midland States Bank. As a Wealth Advisor, you will provide investment recommendations and advice to clients, helping them achieve their financial goals.

Key Responsibilities
  • Develop and maintain relationships with clients, providing ongoing advice and counsel to meet their financial needs.
  • Conduct thorough needs assessments with clients to identify opportunities for growth and recommend appropriate products and services.
  • Collaborate with internal teams to ensure seamless delivery of financial planning and investment services.
  • Stay up-to-date with industry trends and regulatory requirements to provide expert guidance to clients.
  • Meet or exceed sales targets and contribute to the growth of our wealth management business.
Requirements
  • Bachelor's degree in a related field, such as finance or business.
  • CFP certification or equivalent experience.
  • 5-10 years of experience in financial services, with a proven track record of success in wealth management or a related field.
  • Strong knowledge of financial planning and estate planning techniques.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer

At Midland States Bank, we offer a competitive compensation package, including a base salary, bonus structure, and comprehensive benefits. We also provide ongoing training and development opportunities to help you grow your skills and advance your career.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Effingham, Illinois, United States Midland States Bank Full time

    Job Summary**Wealth Advisor Role at Midland States Bank**We are seeking a highly skilled and experienced Wealth Advisor to join our team at Midland States Bank. As a Wealth Advisor, you will be responsible for providing investment recommendations and advice to clients, helping them identify their financial needs and objectives, and recommending plans and...


  • Effingham, Illinois, United States Midland States Bank Full time

    {"Job Title": "Wealth Advisor", "Job Summary": "As a Wealth Advisor at Midland States Bank, you will provide investment recommendations and advice to clients, helping them achieve their financial goals. Your expertise in financial planning and estate planning techniques will be essential in developing and maintaining relationships with clients and centers of...


  • Effingham, Illinois, United States Midland States Bank Full time

    Job Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at Midland States Bank. As a Wealth Advisor, you will be responsible for providing expert investment advice and guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and maintain relationships with high-value...


  • Effingham, Illinois, United States Archway Physician Recruitment Full time

    Archway Physician Recruitment is seeking a skilled Pain Management Physician to join our team in Effingham, Illinois. **Job Summary:** We are looking for a dedicated and compassionate Pain Management Physician to provide high-quality patient care in our Effingham, Illinois location. As a Pain Management Physician, you will be responsible for diagnosing...


  • Effingham, Illinois, United States Red Bull Full time

    Job Summary:We are seeking a highly organized and detail-oriented Merchandising Specialist to join our team at Red Bull. As a Merchandising Specialist, you will be responsible for ensuring that our products are properly rotated, displayed, and stocked on store shelves.Key Responsibilities:Rotate Red Bull products from back stock to shelf, display, or cold...


  • Effingham, Illinois, United States McCarthy Bush Full time

    Job OverviewSalary: $65,000-$70,000About McCarthy Improvement: A proud member of the McCarthy-Bush family, McCarthy Improvement (MCI) is a prominent player in the heavy highway and construction sector, committed to enhancing communities through infrastructure advancements. Our foundation, established in 1897, is built on core values of integrity, quality,...


  • Effingham, Illinois, United States Britt Medical Search Full time

    Britt Medical Search is seeking a highly skilled Anesthesiology Specialist to join our team.About the Role:As a Pain Management Physician, you will be responsible for providing exceptional patient care and developing effective treatment plans to manage chronic pain.You will work closely with our team of medical professionals to ensure seamless patient care...


  • Effingham, Illinois, United States State Farm Mutual Automobile Insurance Company Full time

    Claims Specialist Property Field InspectionAt State Farm, we're committed to helping people manage risk and recover from unexpected events. As a Claims Specialist Property Field Inspection, you'll play a critical role in ensuring our customers receive the support they need during difficult times.Key Responsibilities:Conduct on-site inspections and...


  • Effingham, Illinois, United States McCarthy Bush Full time

    Position OverviewSalary: $65,000-$70,000Company Overview: McCarthy Improvement (MCI) is a prominent heavy highway and construction firm committed to enhancing communities through infrastructure projects. With a legacy dating back to 1897, our foundational values emphasize integrity, quality, safety, and collaboration. We aim to set industry standards through...


  • Effingham, Illinois, United States Archway Physician Recruitment Full time

    Archway Physician Recruitment is seeking a skilled Pain Management Physician to join our team in Effingham, Illinois. **Job Summary:** We are looking for a dedicated and compassionate Pain Management Physician to provide high-quality patient care in our Effingham, Illinois location. As a Pain Management Physician, you will be responsible for diagnosing...


  • Effingham, Illinois, United States Archway Physician Recruitment Full time

    About the RoleWe are seeking a highly skilled Pain Management Physician to join our team at Archway Physician Recruitment. As a Pain Management Physician, you will be responsible for providing comprehensive care to patients suffering from chronic pain.Key ResponsibilitiesDiagnose and treat patients with chronic pain conditionsDevelop and implement...


  • Effingham, Illinois, United States SERVPRO of Wolfe Restoration, Inc. Full time

    Construction Project ManagerSERVPRO of Wolfe Restoration, Inc. is in search of a committed professional to fulfill the role of Construction Project Manager.Benefits Offered:401(k) matching contributionsAttractive salary packageComprehensive dental, health, and vision coverageGenerous paid time offOpportunities for career advancement and professional growthIn...


  • Effingham, Illinois, United States SERVPRO of Wolfe Restoration, Inc. Full time

    Construction Project ManagerSERVPRO of Wolfe Restoration, Inc. is in search of a committed professional to fill the role of Construction Project Manager.Benefits Offered:401(k) matching programAttractive salary packageComprehensive dental, health, and vision coverageGenerous paid time offOpportunities for career advancement and professional growthIn this...


  • Effingham, Illinois, United States SERVPRO of Wolfe Restoration, Inc. Full time

    Construction Project ManagerSERVPRO of Wolfe Restoration, Inc. is looking for a committed professional to take on the role of Construction Project Manager.Benefits Offered:401(k) matching programAttractive salary packageComprehensive dental, health, and vision coverageGenerous paid time offOpportunities for career advancement and professional growthIn this...


  • Effingham, Illinois, United States State Farm Mutual Automobile Insurance Company Full time

    Claims Specialist Property Field InspectionAt State Farm, we're committed to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. As a Claims Specialist Property Field Inspection, you'll play a critical role in delivering exceptional customer service and ensuring that our policyholders receive the support...


  • Effingham, Illinois, United States McCarthy Bush Full time

    Position OverviewSalary: $65,000-$70,000Company Overview: McCarthy Improvement (MCI), a prominent entity within the McCarthy-Bush family of companies, specializes in heavy highway and construction services. Our mission is to enhance community connectivity through innovative infrastructure solutions, underpinned by our unwavering commitment to safety and...


  • Effingham, Illinois, United States Sherwin-Williams Full time

    Job Summary:The Warehouse Operations Specialist will play a critical role in ensuring the efficient and safe operation of our distribution center. This position will be responsible for accurately picking and processing orders, maintaining inventory levels, and operating material handling equipment.Key Responsibilities:Order Fulfillment: Accurately and...


  • Effingham, Illinois, United States ADM Full time

    Job Description**Job Title:** Production Planning and Scheduling Specialist**Company:** ADM**Location:** Effingham, IL**Job Type:** Full-time, Salaried Exempt**Reports to:** Operations Manager**Job Summary:**This position is responsible for planning and scheduling daily production at the Effingham facility. The successful candidate will work with the...


  • Effingham, Illinois, United States Flex-N-Gate Full time

    Flex-N-Gate stands as a prominent manufacturer and supplier of components within the automotive sector, recognized for its significant contributions and recently ranked among the top suppliers in North America. As a dynamic and essential organization, Flex-N-Gate offers a remarkable opportunity for dedicated and skilled individuals. Position Overview The...


  • Effingham, Illinois, United States Prairie State Gaming Full time

    TRANSFORMING ENTERTAINMENTYOUR ROLE:At Prairie State Gaming, we are in search of talented individuals who thrive in a dynamic environment. As a part of our team, you will engage in an exhilarating industry characterized by fast-paced activities. You'll collaborate with a diverse group of colleagues who are passionate about enhancing customer experiences. Our...