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Wealth Advisor

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

  • location_on
    Location Joliette, 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, helping them identify their financial needs and recommending suitable plans and products. This role includes developing and maintaining client relationships, conducting needs assessments, and marketing financial planning and investment management services.

Key responsibilities

  • Actively calls on high value prospects and clients to market financial services
  • Conducts needs assessments for current and potential customers
  • Recommends products and services based on clients' financial objectives
  • Maintains contact with existing clients to identify new sales opportunities
  • Represents the Bank in community organizations to enhance its image
  • Develops and maintains a referral network for additional sales opportunities
  • Adheres to compliance and operational risk controls
  • Completes sales activity documentation 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 orientation and persuasive communication skills
  • Ability to work in a team environment
  • High degree of accuracy and attention to detail
  • Ability to meet time constraints without constant supervision

What the company offers

  • Comprehensive healthcare and well-being benefits
  • Paid family leave and generous paid time off
  • Banking perks and an Employee Stock Purchase Plan
  • 401K plan with company match
  • Opportunity to participate in 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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