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Wealth Advisor

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

  • location_on
    Location Rockford, 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, focusing on their distinct financial needs and objectives. This role emphasizes the development and maintenance of relationships with clients while actively marketing financial planning and investment management services.

Key responsibilities

  • Market financial planning, trust, and investment management services to high-value prospects and clients
  • Conduct needs assessments and provide ongoing financial advice
  • Recommend appropriate products and services based on clients' objectives and risk tolerance
  • Maintain contact with 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
  • Ensure compliance with regulations and Bank standards
  • Document sales activities for performance tracking

Required skills

  • Bachelor's Degree
  • CFP preferred
  • 5-10 years of experience in financial services
  • Knowledge of financial and estate planning techniques
  • Strong sales skills and persuasive personality
  • Effective communication skills
  • Ability to work in a team environment
  • Attention to detail and accuracy
  • High degree of professionalism

What the company offers

  • Comprehensive healthcare benefits
  • Well-being benefits
  • Paid family leave
  • Generous paid time off
  • Banking perks
  • Employee Stock Purchase Plan
  • 401K plan with company match
  • Opportunity to participate in a Non-Qualified Deferred Compensation plan

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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