Midland States Bank
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Wealth Advisor
role at
Midland States Bank
Position Title: Wealth Advisor
Location: Chicago, IL
Time Type: Full time
Req ID: JR1041-Chicago_IL
At Midland, we’re proud to be a little different.
Salary Range: $103,700 - $138,200+ annually
Position Summary The Wealth Advisor provides investment recommendations and advice to prospective and current clients. Helps clients identify their distinct financial needs and objectives and then recommends plans and products to help achieve goals. The Advisor is responsible for developing, deepening, and maintaining relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution.
Primary Accountabilities
Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, and works with centers of influence to cultivate business.
Conducts full needs assessment with current and potential customers and provides ongoing advice and counsel.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifies and refers business to other areas within the Bank as appropriate.
Provides quality service in meeting customer needs, inquiries and problems.
Maintains contact with existing clients, beneficiaries, and referral sources on an ongoing basis to identify new or additional sales opportunities.
Represents the Bank in community organizations and activities to enhance the Bank’s image.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
Requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintains compliance with all applicable regulations including the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications Education/Experience
Bachelor’s Degree.
CFP preferred.
5-10 years previous experience in financial services or advanced designations and/or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.
Competencies
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
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 Affidative Action employer. At Midland, 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.
If you require reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
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Wealth Advisor
role at
Midland States Bank
Position Title: Wealth Advisor
Location: Chicago, IL
Time Type: Full time
Req ID: JR1041-Chicago_IL
At Midland, we’re proud to be a little different.
Salary Range: $103,700 - $138,200+ annually
Position Summary The Wealth Advisor provides investment recommendations and advice to prospective and current clients. Helps clients identify their distinct financial needs and objectives and then recommends plans and products to help achieve goals. The Advisor is responsible for developing, deepening, and maintaining relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution.
Primary Accountabilities
Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, and works with centers of influence to cultivate business.
Conducts full needs assessment with current and potential customers and provides ongoing advice and counsel.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifies and refers business to other areas within the Bank as appropriate.
Provides quality service in meeting customer needs, inquiries and problems.
Maintains contact with existing clients, beneficiaries, and referral sources on an ongoing basis to identify new or additional sales opportunities.
Represents the Bank in community organizations and activities to enhance the Bank’s image.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
Requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintains compliance with all applicable regulations including the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications Education/Experience
Bachelor’s Degree.
CFP preferred.
5-10 years previous experience in financial services or advanced designations and/or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.
Competencies
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
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 Affidative Action employer. At Midland, 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.
If you require reasonable accommodation in completing this application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
#J-18808-Ljbffr