Company: Midland States Bank
Posted on: August 7, 2022
This is a hybrid position. The ideal candidate would be located
in Northern Illinois with availability to be in one of our market
locations a couple times a week.
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 Affirmative 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.
The Wealth Advisor provides investment recommendations and advice
to perspective and current clients. Helps clients identify their
distinct financial needs and objectives and then recommend plans
and products to help achieve goals. The Advisor is responsible to
develop, deepen, and maintain relationships with investment
management clients, trust clients, beneficiaries, and other
interested parties and is expected to build a network of centers of
Actively calls on high value prospects and clients of the Bank to
market financial planning, trust and investment management
services, as well as works with centers of influence to cultivate
Conducts full needs assessment with current and potential customers
and provides on-going advice and counsel.
Recommends appropriate products and services to meet needs, based
on objectives, tax and estate needs, risk tolerance and proper
Identifies and refers business to other areas within the Bank as
Provides quality service in meeting customer needs, inquiries and
Maintains contact with existing clients, beneficiaries, and
referral sources on an on-going basis to identify new or additional
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
Maintain compliance with all applicable regulations including, but
not limited to, the Bank Secrecy Act (BSA).
Completes all sales activity documentation to provide a record for
performance tracking and assist in targeting future sales
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
High degree of accuracy with attention to detail required.
Makes sound decisions
Being a brand champion
Being flexible and adaptable
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
Keywords: Midland States Bank, Chicago , Wealth Advisor, Other , Mokena, Illinois
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