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Wealth Management Specialist

2 months ago

Effingham, 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 key member of our financial services team, you will be responsible for providing expert investment advice and guidance to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Develop and maintain relationships with clients, understanding their unique financial needs and providing tailored investment solutions.
  • Conduct thorough needs assessments, identifying opportunities to grow and protect clients' wealth.
  • Recommend and implement investment strategies, ensuring alignment with clients' risk tolerance and financial objectives.
  • Stay up-to-date with market trends and regulatory changes, providing expert advice and guidance to clients.
  • Collaborate with internal teams to ensure seamless delivery of financial services and solutions.
Requirements
  • Bachelor's degree in a relevant field, such as finance or economics.
  • Professional certifications, such as CFP, preferred.
  • 5-10 years of experience in financial services, with a proven track record of success.
  • 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 comprehensive compensation package, including a competitive salary, bonus structure, and benefits. We are committed to providing our employees with opportunities for growth and development, as well as a positive and inclusive work environment.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.