Wealth Management Professional
17 hours ago
Job Summary
We are seeking a highly skilled Wealth Advisor to join our team at Midland States Bank. As a Wealth Advisor, you will be responsible for managing existing client relationships, providing advice, financial planning implementation, and account management services to clients.
Key Responsibilities
- Manage existing client relationships and develop new business opportunities.
- Provide financial planning and investment advice to clients.
- Implement financial plans and manage client accounts.
- Monitor and adjust investment portfolios to ensure alignment with market conditions and clients' objectives.
- Stay up-to-date with 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 previous experience in investment management and/or financial advisory services.
- Series 7 / 65 / Life Health Insurance licensed.
- CFP (Certified Financial Planner) designation preferred.
About Us
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're proud to be an Equal Opportunity and Affirmative Action employer.
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