ABOUT THE ROLE: The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank's mission of delivering high-touch, community-focused financial services.
- Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies.
- Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance.
- Assess clients' financial situations and recommend appropriate investment solutions, working within the bank's established investment philosophy and compliance standards.
- Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service.
- Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank's values and growth goals.
- Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice.
- Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings.
- Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals.
Requirements
- Bachelor's degree in Finance, Business, Accounting, or a related field.
- Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
- CFP®, ChFC®, or other relevant professional certification preferred.
- Strong interpersonal and communication skills with a client-first approach.
- Ability to interpret financial information and provide sound guidance to a diverse client base.
- Familiarity with trust services and estate planning concepts is a plus.
- Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance.
ABOUT COMPENSATION AND BENEFITS: We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size.
- This is a salaried exempt position. Compensation is dependent on experience, from $80,000+.
- Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays.
- We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
- The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
- Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.
Salary Description
$80,000 - $140,000 per year
