Associate Wealth Advisor
Midland States Bank(4 months ago)
About this role
The Associate Wealth Advisor at Midland States Bank is an individual contributor who supports and manages client relationships within the Wealth Management team, working alongside Lead or Senior Wealth Advisors. The role contributes to financial planning and investment advice delivery while supporting business development and community engagement. It is a developmental position intended to progress toward a Wealth Advisor role.
Required Skills
- Financial Planning
- Investment Management
- Client Relationships
- Portfolio Rebalancing
- Business Development
- Compliance
- Communication
- Time Management
- Sales
- Client Events
Qualifications
- Bachelor’s Degree in Business or Related Field
- Series 7
- Series 65
- Life/Health Insurance License
- CFP®
About Midland States Bank
midlandsb.comIt only takes a moment for an idea to spark or to start planning for your forever. Whatever your moments, we're here to make them brighter.
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