Wealth Advisor
Wealth Advisor
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$ 99300 - 132400
1 Vacancy
Job Description
Wealth Advisor
Salary Range: $99300 $132400 annually final salary to be determined based upon prior experience more information to follow
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 shortterm incentives (i.e. bonus and/or commission) and may include longterm incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare wellbeing 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 NonQualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Position Summary
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 influence. This position is often part of a teambased client services solution.
Primary Accountabilities
- 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 business.
- Conducts full needs assessment with current and potential customers and provides ongoing advice and counsel.
- Recommends appropriate products and services to meet needs based on objectives tax and estate needs risk tolerance and proper asset allocations.
- Identifies and refers business to other areas within the Bank as appropriate.
- Provides quality service in meeting customer needs inquiries and problems.
- Maintains contact with existing clients beneficiaries and referral sources on an ongoing basis to identify new or additional sales opportunities.
- Represents the Bank in community organizations and activities to enhance the Banks 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 practices.
- Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
- The role requires occasional travel for training and team meetings and willingness to travel periodically to locations within market as needed.
- May require work in a Midland office to ensure collaboration and support of internal and external customers.
- Maintain compliance with all applicable regulations including but not limited to the Bank Secrecy Act (BSA).
- Other duties as assigned.
Position Qualifications
Education/Experience:
- Bachelors Degree.
- CFP preferred.
- 510 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 employees.
- Effective communicator.
- High degree of accuracy with attention to detail required.
Competencies:
- 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
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. Were 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.
If you require reasonable accommodation in completing this application interviewing completing any preemployment testing or otherwise participating in the employee selection process please direct your inquiries to Midland States Bank Human Resources at.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Required Experience:
Unclear Seniority
Employment Type
Full-Time
