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Effingham

    Financial Planning Advisor - Effingham, IL, United States - Midland States Bank

    Midland States Bank
    Midland States Bank Effingham, IL, United States

    1 month ago

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    Description
    At Midland States Bank, base salary is one component of our Total Rewards program. 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).

    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.

    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.

    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.


    • 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.
    • 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 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).
    • 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.
    • Ability to meet time constraints without constant supervision.
    • Professionalism and courtesy in dealing with customers and bank employees.
    • Being a brand champion
    • Emotional Intelligence
    • 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.

    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 pre-employment 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

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