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 influence. This role requires a sales-oriented personality, excellent communication skills, and the ability to work in a team environment.", "Key Responsibilities": "
\t* Actively market financial planning, trust, and investment management services to high-value prospects and clients
\t* Conduct full needs assessments with current and potential customers and provide ongoing advice and counsel
\t* Recommend appropriate products and services to meet client needs
\t* Identify and refer business to other areas within the Bank as appropriate
\t* Provide quality service in meeting customer needs, inquiries, and problems
\t* Maintain contact with existing clients, beneficiaries, and referral sources on an ongoing basis
\t* Represent the Bank in community organizations and activities to enhance the Bank's image
\t* Develop and maintain a referral network of internal and external sources for additional sales opportunities
\t* Adhere to compliance and operational risk controls in accordance with Bank and regulatory standards, policies, and practices
\t* Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts
\t* Occasional travel for training and team meetings may be required
\t* May require work in a Midland office to ensure collaboration and support of internal and external customers
\t* Maintain compliance with all applicable regulations, including the Bank Secrecy Act (BSA)
\t* Other duties as assigned
", "Requirements": "
\t* Bachelor's degree
\t* CFP preferred
\t* 5-10 years of previous experience in financial services or advanced designations and/or preparatory work or guidance may be assessed in lieu of experience
\t* Knowledge of financial planning and estate planning techniques
\t* Demonstrated success working in a team environment
\t* Ability to meet time constraints without constant supervision
\t* Sales-oriented, friendly, and persuasive personality
\t* Professionalism and courtesy in dealing with customers and Bank employees
\t* Effective communicator
\t* High degree of accuracy with attention to detail required
\t* Business insight
\t* Cultivates innovation
\t* Drives results
\t* Makes sound decisions
\t* Being a brand champion
\t* Collaborates
\t* Communicates effectively
\t* Customer focus
\t* Being Authentic
\t* Emotional Intelligence
\t* Self-development
\t* Being flexible and adaptable
", "Benefits": "
\t* Comprehensive healthcare
\t* Well-being benefits
\t* Paid family leave
\t* Generous paid time off
\t* Total Rewards program
\t* Banking perks
\t* Employee Stock Purchase Plan
\t* 401K plan with company match
\t* Non-Qualified Deferred Compensation plan
", "Equal Opportunity Employer": "
\t* Midland States Bank is an Equal Opportunity and Affirmative Action employer
\t* We recruit, employ, train, compensate, and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status
\t* If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources
"}

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