Financial Planning Specialist
12 hours ago
As a Financial Planning Specialist at Midland States Bank, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals. This role requires a strong understanding of investment management and financial advisory services, as well as excellent communication and relationship-building skills.
Key Responsibilities
* Develop and implement comprehensive financial plans for clients, taking into account their unique needs and objectives
* Conduct thorough needs assessments to identify areas for improvement and provide tailored advice
* Collaborate with the Financial Planner to create and model financial plans, ensuring alignment with market conditions and client objectives
* Monitor and adjust investment portfolios to ensure optimal performance and alignment with client goals
* Act as a financial expert to clients and employees, staying up-to-date on industry and regulatory updates, the economy, and financial markets
Requirements
* Bachelor's degree in business or a related field, or equivalent combination of education and experience
* ~6-8 years of previous experience in investment management and/or financial advisory services, with a demonstrated ability to develop, manage, and maintain client relationships
* CFP (Certified Financial Planner) designation preferred
About Midland States Bank
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident, and more excited to do great things for our customers, each other, and our company. 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. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
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