Midland States Bank

Wealth Advisor

Chicago, IL

Sponsorship not specified$104k-$138kDetected 91 days ago

CollaborationAdaptability

About the role

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.
This position is often part of a team-based client services solution.

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 influence.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
May require work in a Midland office to ensure collaboration and support of internal and external customers.

Bachelor's Degree.
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.
Effective communicator.
High degree of accuracy with attention to detail required.

for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off.
Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan.
Incentives and benefits are subject to eligibility requirements.
At Midland States Bank, base salary is one component of our Total Rewards program.
Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience.
This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards).
Education/Experience:

Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Professionalism and courtesy in dealing with customers and bank employees.

This listing is sourced directly from Midland States Bank's careers page and normalized into a canonical job model.