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Wealth Advisor

Date Posted: May 17, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Champaign, Illinois, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026
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Job Description

Overview

The Wealth Advisor at Midland States Bank is responsible for providing investment recommendations and advice to clients. This role involves developing and maintaining relationships with clients while identifying their financial needs and objectives to recommend suitable plans and products.

Key responsibilities

  • Market financial planning, trust, and investment management services to high-value prospects and clients.
  • Conduct full needs assessments for current and potential customers.
  • Recommend products and services based on client objectives, tax, and estate needs.
  • Maintain ongoing communication with existing clients to identify new sales opportunities.
  • Represent the Bank in community organizations to enhance its image.
  • Develop and maintain a referral network for additional sales opportunities.
  • Adhere to compliance and operational risk controls as per regulations.
  • Document all sales activities for performance tracking.

Required skills

  • Bachelor's Degree
  • CFP preferred
  • 5-10 years of experience in financial services
  • Knowledge of financial planning and estate planning techniques
  • Sales-oriented and persuasive personality
  • Effective communication skills
  • Attention to detail and accuracy
  • Ability to work in a team environment
  • Professionalism in customer interactions

What the company offers

  • Comprehensive healthcare
  • Well-being benefits
  • Paid family leave
  • Generous paid time off
  • Employee Stock Purchase Plan
  • 401K plan with company match
  • Short-term and long-term incentives

Skills Required

Company Overview

Midland States Bank
Joliette, Illinois, United States of America
30 Current Jobs Openings

Midland States Bank is proud to have served its customers for over 140 years, focusing on a personalized approach to meet customer needs. The bank invests in its employees and communities, innovating and optimizing services to provide reliable and he... Read More

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