Top 5 Certified financial planner Jobs in Bloomington, Il

Senior Wealth Advisor
Heartland Bank and Trust Company —Normal, IL
- $102,379 - $182,968 a year
- Full-time
- Experience equivalent to degree accepted
- Senior level
Wealth Advisor I
Heartland Bank and Trust Company —Normal, IL
- $68,970 - $108,199 a year
- Full-time
- Mid-level
Financial Advisor - Bloomington, IL
COUNTRY Financial —Bloomington, IL
- Full-time
- CPA
- Mid-level
- Office
Director of Private Client Strategy
Busey Bank —Bloomington, IL
- $140,000 - $193,000 a year
- Full-time
- 11+ years
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

Senior Wealth Advisor
Heartland Bank and Trust Company —Normal, IL
Establishes appropriate investment strategies to meet client objectives. May serve as relationship manager delivering retirement plan solutions to businesses…
$102,379 - $182,968 a year
Wealth Advisor I
Heartland Bank and Trust Company —Normal, IL
May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. Review and interpret trust documents.
$68,970 - $108,199 a year

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply
Private Client Advisor
Key Investment Services, LLC —Hilliard, OH
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
7d

Show more jobs in cities nearby

I want to receive the latest job alert for certified financial planner in bloomington, il

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

certified financial planner jobs near bloomington, il

Financial Advisor jobs in Bloomington, IL

Wealth Management Advisor jobs in The Villages, FL

Academic Advisor jobs in Jacksonville, FL

Wealth Management Advisor jobs in Greenville, SC

Wealth Management jobs in Boston, MA

Wealth Management Advisor jobs in Omaha, NE

Wealth Management Advisor jobs in Pleasant Valley, MO

Director Of Event jobs in New York, NY

Director Of Strategy jobs in Los Angeles, CA

Director Of Strategy jobs in New Orleans, LA

Assisted Living Executive Director jobs in Colorado

Director Of Strategy jobs in Princeton, NJ

Director Of Strategy jobs in Canonsburg, PA

Director Of Marketing jobs in New Jersey

Student Success Advisor jobs in New York, NY

Senior Advisor jobs in Ohio

Senior Program Manager jobs in Chicago, IL

Academic Advisor jobs in Fairfax, VA

Senior Advisor jobs in Short Hills, NJ

Senior Advisor jobs in Manassas, VA

Senior Wealth Advisor

Heartland Bank and Trust Company -
Normal, IL

Apply Now

Job Details

Full-time
$102,379 - $182,968 a year

Qualifications

Senior level

Full Job Description

Text "2673" to (309) 322-9911 to apply.

Wage Range: Min: $102,379, Mid: $142,673, Max: $182,968

A Brief Overview

The Senior Wealth Advisor delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Leverages advisory experience to handle largest client load and most sophisticated clients. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant through our Broker/Dealer, LPL Financial, LLC.

What you will do

Develops business.
Manages client relationships.
Manages one of the larger books of business within AMTS.
Establishes appropriate investment strategies to meet client objectives.
Delivers investment performance information to clients.
Develops internal and external referral sources.
Reviews and interprets trust documents.
Completes regulatory account reviews.
If also serving as a Financial Consultant:
- Maintains registrations in good standing.
- Meets continuing education requirements.
- Fulfills other activities and duties in order to meet the requirements of a "dual employee".

Other Qualifications/Requirements

Trust Accounting Software a plus.
Bachelor’s Degree Finance and minimum 5 years Financial Advisor preferred or equivalent combination of education and experience.
Master’s Degree Business preferred or equivalent combination of education and experience.
Certified Financial Planner-CFP Board preferred.
Certified Trust and Fiduciary Advisor (CTFA).

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.

#INDHP123

Apply Now

Refine Your Search

certified financial planner jobs in bloomington, il

Senior Wealth Advisor

Wealth Advisor I

Financial Advisor - Bloomington, IL

Director of Private Client Strategy

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for certified financial planner in bloomington, il

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected