Top 46 Financial advisor Jobs in Peoria, Il

Financial Advisor
Midwestern Securities Trading Company, LLC —Princeville, IL
- $50,000 - $80,000 a year
- Overtime
- Sales
- Customer service
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Goodfield State Bank / Midwestern Securities Trading Company, LLC —Goodfield, IL
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (IL)
Bankers Life —Peoria, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Associate Advisor - Plymouth, MI
Savant —Peoria, IL
- $60,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Wealth Advisor - Wealth Advisory - Peoria, IL
CliftonLarsonAllen —Peoria, IL
- $72,000 - $151,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Senior Fiduciary Officer
First Mid —Peoria, IL
- $95,000 - $130,000 a year
- 5 years
- Office
- Finance
- Health savings account
- Employee stock purchase plan
Quick Apply
Sales Representative Entry Level
Dorner District - Northwestern Mutual —Peoria, IL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Visual & Performing Arts
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Pekin, IL
COUNTRY Financial —Pekin, IL
- Full-time
- CPA
- Mid-level
- Office
Wealth Management Associate– Retirement Benefits Group (Peoria, IL)
Equitable Advisors —Peoria, IL
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Investment Advisor Representative
INB, N.A. —Peoria, IL
- $72,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Client Services Specialist
Busey Bank —Peoria, IL
- $25 - $29 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Financial Advisor
Commerce Bank —Peoria, IL
- $50,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Wealth Management Associate
Equitable Advisors —Peoria, IL
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Registered Investment Services Assistant
CEFCU —Peoria, IL
- $22.02 - $25.88 an hour
- Full-time
- Spanish
- Clean driving record
- Microsoft Excel
- Wellness program
- Health savings account
11d
Outside Representative Seeking Former Educator/Coach
Dorner District - Northwestern Mutual —Peoria, IL
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
7d
Director of Private Client Strategy
Busey Bank —East Peoria, IL
- $140,000 - $193,000 a year
- Full-time
- 11+ years
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
5d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Peoria, IL
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Relationship Manager-Wealth Management Officer
MidAmerica National Bank —Canton, IL
- $71,971 - $108,000 a year
- Full-time
- 5 years
- Office
- Windows
- Health insurance
- Dental insurance
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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Financial Advisor

Midwestern Securities Trading Company, LLC -
Princeville, IL

Quick Apply

Job Details

Full-time
$50,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Sales
Series 66
Series 7
FINRA License
Financial services

Full Job Description

Financial Advisor

Princeville State Bank/ Midwestern Securities Trading Company, LLC

Job description

Midwestern Securities is searching for a personable, motivated Financial Advisor or experienced sales professional to join the well-established team at PSB Investment Services inside Princeville State Bank. With offices in Peoria and Princeville, the service territory covers the Tri-County area and beyond.

This is an excellent opportunity for a proven producer who has the drive to grow their book of business as large as they want without the financial burden or employee management responsibilities that come with running an independent practice.

It could also be a great opportunity for a budding sales superstar who is ready for a new career where they can help people reach their goals and improve their lives. Our team is experienced in coaching career changers into successful financial advisors. We offer training that meets you where you are and takes your skills to the next level.

PSB Investment Services has a team atmosphere where everyone works together do what is right for the clients and provide a superior client experience. You will have the support of a strong back-office team that is just down the road in East Peoria, IL, not halfway across the country.

The main role of the Financial Advisor is to create lasting relationships with clients by helping them make intelligent financial decisions based on their unique situations and goals. He/she will focus on creating meaningful investment solutions for clients, not pushing any particular products.

Other Responsibilities Include:

Building and maintaining a solid fee-based and commission book of clients using all available resources, including the bank’s customer base, the advisor’s own network of connections, and proactive prospecting in the community.
Developing a strategic business plan and making regular progress toward the goals you set for yourself as well as the team goals.
Building a strong referral network with important centers of influence in the community and beyond.
Prospecting both inside the institution to current bank customers and outside the institution to bring in new relationships.

Desired Skills & Experience:

Bachelor’s or master’s degree preferred
FINRA Series 7 & 66 Licenses
Life, Health, Disability, Long-Term Care Insurance Licenses
CERTIFIED FINANCIAL PROFESSIONAL certification, CHFC®, and other industry designations are a plus
Stellar sales professionals with superior relationship-building skills and at least 5 years of experience will also be considered.
Outstanding Character – must display traits such as honesty, trustworthiness, hard work ethic, team player, coachable

· Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.

· Ability to effectively communicate with people with a wide range of backgrounds and experience levels

Compensation:

This role affords tremendous upside potential both financially and for career growth. Compensation is salary plus commission to start. Special compensation can be considered for an advisor who brings a book of business with them.

Our current book of business is roughly 60% fee-based and 40% commission based. The advisor should be licensed to do either type of business, but our focus is fee-based.

Company Descriptions:
Midwestern Securities Trading Company is an independent broker/dealer and Registered Investment Advisory firm that helps community-minded financial institutions GROW their non-interest income and PROTECT their customer base through a turn-key Investment Services Division. Unlike some other broker/dealers, our partner investment services divisions are branded and owned by the institution.

When you become a financial advisor with Midwestern Securities, you join a team that is focused on doing what is best for the client. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. We were founded by Financial Advisors wanting more from their back office, so they built it for themselves and other advisors who expect more.

The person selected for this position will be an employee of Princeville State Bank and independently contracted with Midwestern Securities.

Princeville State Bank has a service-focused culture. They work together as a team to do what is best for the customer rather than being focused on selling products for profit. As a family-friendly company, employees report having a good work/life balance and the flexibility to put their family first when it counts.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated on the basis of, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other protected category.

Midwestern Securities Trading Company, LLC is a Member FINRA/SIPC. MSTC and PSB are not affiliated.

Job Type: Full-time;

Benefits:

401(k)
401(k) matching
Health insurance
Dental & Vision
Life Insurance
Professional development assistance

Physical setting:

Office

Schedule:

Day shift
Overtime can be expected
Flexible

Ability to commute/relocate:

· Yes, it is important

Experience:

Financial Services: 5 years (Preferred)
Sales: at least 5 years

License/Certification:

Series 7 (Preferred)
Life & Health Insurance License (Preferred)

Work Location: Possibility for multiple locations

- Peoria - 4924 West American Prairie Drive, Peoria, IL 61615

- Princeville - 142 E Main St, Princeville, IL 61559

No Visa Sponsorship. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

Dental insurance
Health insurance
Life insurance

License/Certification:

FINRA Series 66 or 7 (Preferred)

Ability to Commute:

Princeville, IL 61559 (Preferred)

Ability to Relocate:

Princeville, IL 61559: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in peoria, il

Financial Advisor

Financial Advisor

Wealth Management Trainee (IL)

Associate Advisor - Plymouth, MI

Wealth Advisor - Wealth Advisory - Peoria, IL

Senior Fiduciary Officer

Sales Representative Entry Level

Financial Advisor - Pekin, IL

Wealth Management Associate– Retirement Benefits Group (Peoria, IL)

Investment Advisor Representative

Wealth Management Client Services Specialist

Financial Advisor

Wealth Management Associate

Registered Investment Services Assistant

Outside Representative Seeking Former Educator/Coach

Director of Private Client Strategy

Wealth Management Associate - Retirement Benefits Group

Relationship Manager-Wealth Management Officer

Wealth Solutions Advisor

Financial Coach

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