What are the responsibilities and job description for the Wealth Management Consultant position at Midland States Bank?
Job Description
Midland States Bank is seeking a skilled Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing investment recommendations and advice to clients, helping them identify their financial needs and objectives, and recommending plans and products to achieve their goals.
Responsibilities
- Provide investment advice and guidance to clients on their financial plans and goals.
- Conduct full needs assessments with clients to understand their financial situations and recommend appropriate solutions.
- Develop and maintain strong relationships with clients, centers of influence, and referral sources.
- Represent the bank in community organizations and activities to enhance its image.
Qualifications
- Bachelor's degree required; CFP preferred.
- 5-10 years of experience in financial services or a related field.
- Excellent communication and interpersonal skills.
- Solid understanding of financial planning and estate planning techniques.
- Demonstrated success in sales and marketing.
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