Wealth Advisor
Midland States Bank(2 months ago)
About this role
The Wealth Advisor provides investment recommendations and financial advice to prospective and current clients, helping them identify goals and recommending plans and products to achieve those objectives. The role focuses on developing and maintaining relationships with investment and trust clients, building a network of centers of influence, and often operates as part of a team-based client services solution.
Required Skills
- Financial Planning
- Investment Advice
- Estate Planning
- Relationship Management
- Client Prospecting
- Trust Services
- Sales
- Compliance
- Communication
- Teamwork
Qualifications
- Bachelor's Degree
- CFP (Preferred)
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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