Wealth Management Professional
3 days ago
We are seeking an experienced Financial Advisor to join our team at First Mid-Illinois Bancshares. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and guidance to help our clients achieve their financial goals.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial needs and goals, and provide personalized advice and guidance to help them achieve their objectives.
- Financial Planning: Create comprehensive financial plans for clients, including investment strategies, retirement planning, and estate planning.
- Investment Management: Manage client investment portfolios, including selecting and monitoring investments, and providing ongoing guidance and monitoring to ensure that clients' investment goals are met.
- Business Development: Identify and pursue new business opportunities, including networking and building relationships with potential clients and partners.
- Team Collaboration: Work closely with other members of the Wealth Management team to share best practices, provide support, and contribute to the overall success of the team.
- Education and Experience: Minimum 4 years of experience in the wealth management and investment services industry, with a Bachelor's degree strongly preferred. Master's degree or related professional certification a plus.
- Licenses and Certifications: Must possess FINRA Series 7 and Series 66 and Life & Health licenses with no negative marks on your CRD/U4.
- Skills and Qualifications: Possess superb verbal and interpersonal communication skills, motivated and proactive self-starter with the ability to manage multiple priorities, and a desire to continually learn and improve upon industry trends and financial markets.
First Mid-Illinois Bancshares is an Equal Opportunity/Affirmative Action employer. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. We are proud to be a part of the First Mid Bancshares family and look forward to welcoming a talented and dedicated individual to our team.
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