Top 7 Cfp 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
9d
Wealth Advisor I
Heartland Bank and Trust Company —Normal, IL
- $68,970 - $108,199 a year
- Full-time
- Mid-level
9d
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
9d
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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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
9d
Wealth Advisor I
Heartland Bank and Trust Company —Normal, IL
Handles smaller client load and clients with lower level wealth management complexity. May serve as relationship manager delivering retirement plan solutions to…
$68,970 - $108,199 a year
9d

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
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Senior Wealth Advisor

Heartland Bank and Trust Company -
Normal, IL

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Job Details

Full-time
$102,379 - $182,968 a year
9 days ago

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 Financial 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.

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cfp jobs in bloomington, il

Senior Wealth Advisor

Wealth Advisor I

Financial Advisor - Bloomington, IL

Director of Private Client Strategy

Empower Financial Planner

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