Wealth Management Specialist
3 days ago
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.
- 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.
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.
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Wealth Management Specialist
1 week ago
Effingham, Illinois, United States Midland States Bank Full timeJob 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...
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Wealth Management Specialist
3 days ago
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...
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Wealth Management Advisor
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Effingham, Illinois, United States Midland States Bank Full timeJob 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...
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Property Field Inspection Claims Specialist
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Safety Compliance Specialist
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