Financial Services Professional
7 days ago
At Midland States Bank, we are seeking a highly skilled Financial Services Professional to join our team. As a Wealth Advisor, you will provide investment recommendations and advice to clients, helping them achieve their financial goals.
Key Responsibilities- Market financial planning, trust, and investment management services to high-value prospects and clients.
- Conduct full needs assessments with current and potential customers and provide ongoing advice and counsel.
- Recommend appropriate products and services to meet client needs based on objectives, tax, and estate needs, risk tolerance, and proper asset allocations.
- Maintain contact with existing clients, beneficiaries, and referral sources on an ongoing basis to identify new or additional sales opportunities.
- Represent the Bank in community organizations and activities to enhance its image.
- Bachelor's Degree.
- CFP preferred.
- 5-10 years of previous experience in financial services or advanced designations and/or preparatory work may be assessed in lieu of experience.
- Knowledge of financial planning and estate planning techniques.
- Demonstrated success working in a team environment.
- Business insight.
- Cultivates innovation.
- Drives results.
- Makes sound decisions.
- A competitive salary of approximately $123,850 per year.
- A comprehensive benefits package, including healthcare, well-being benefits, paid family leave, and generous paid time off.
- A Total Rewards program that includes banking perks, an Employee Stock Purchase Plan, 401K plan with company match, and the opportunity to participate in our Non-Qualified Deferred Compensation plan.
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