One million success stories. Start yours today.

Wealth Advisor

Date Posted: May 21, 2026
Yearly: USD - USD
Apply Now

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 21, 2026
Email to Friend Add to Favourite Report Abuse

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 plans and products to achieve their goals. This role also involves developing and maintaining relationships with clients and building a network of centers of influence.

Key responsibilities

  • Market financial planning, trust, and investment management services to high-value prospects and clients.
  • Conduct full needs assessments with customers and provide ongoing advice.
  • Recommend appropriate products and services based on clients' objectives and risk tolerance.
  • Maintain contact with existing clients to identify new sales opportunities.
  • Represent the bank in community organizations and activities.
  • Develop and maintain a referral network for additional sales opportunities.
  • Adhere to compliance and operational risk controls.
  • Document all sales activities for performance tracking.

Required skills

  • Bachelor's Degree
  • Certified Financial Planner (CFP) preferred
  • 5-10 years of experience in financial services or relevant designations
  • Knowledge of financial and estate planning techniques
  • Effective communication and interpersonal skills
  • Sales-oriented personality with professionalism and courtesy
  • High degree of accuracy and attention to detail

What the company offers

  • Comprehensive healthcare and well-being benefits
  • Paid family leave and generous paid time off
  • Employee Stock Purchase Plan
  • 401K plan with company match
  • Short-term and long-term incentives based on performance

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

Google Map

Related Jobs