Wealth Advisor

Position Title: Wealth Advisor

Location: Joliet, IL

Time Type: Full time

Req : JR1041-

Salary Range: $103,700 - $138,200+ annually

The Wealth Advisor provides investment recommendations and advice to prospective and current clients. The Advisor helps clients identify their distinct financial needs and objectives, and then recommends plans and products to help achieve those goals. The Advisor is responsible for developing, deepening, and maintaining 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 team‑based client services solution.

• Actively calls on high‑value prospects and clients to market financial planning, trust, and investment management services, and works with centers of influence to cultivate business.
• Conducts full needs assessments with current and prospective customers and provides ongoing advice and counsel.
• Recommends appropriate products and services to meet needs, based on objectives, tax and estate considerations, 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 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.
• Requires occasional travel for training and team meetings, and willingness to travel periodically to locations within the market as needed.
• May require work in a Midland office to ensure collaboration and support of internal and external customers.
• Maintains compliance with all applicable regulations, including the Bank Secrecy Act (BSA).
• Other duties as assigned.

Education/

Experience:

• Bachelor's Degree.
• CFP preferred.
• 5–10 years of 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 a 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.

• Business insight
• Cultivates innovation
• Drives results
• Makes sound decisions
• Brand champion
• Collaborates
• Communicates effectively
• Customer focus
• Authentic
• Emotional intelligence
• Self‑development
• Flexible and adaptable

We’re proud to be an Equal Opportunity and affirmative action employer. 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.