Top 19 Wealth manager Jobs in Bloomington, Il

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
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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
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3d
Financial Representative Entry Level
Dorner District - Northwestern Mutual —Bloomington, IL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Financial services
- Health insurance
- Dental insurance
Quick Apply
5d
Wealth Management Associate - Retirement Benefits Group (Bloomington, IL)
Equitable Advisors —Bloomington, 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
Financial Advisor with Insurance Background
Dorner District - Northwestern Mutual —Bloomington, IL
- $68,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Director of Finance
Heartland Head Start —Bloomington, IL
Conduct risk analysis and develop risk management strategies to safeguard organizational assets. Bachelor's degree in Accounting, Finance or related field;…
From $75,000 a year
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2d
Licensed Investment Services Assistant
CEFCU —Peoria, IL
Must possess a current, valid driver's license, an acceptable driving record, and personal vehicle insurance. Associate's degree from an accredited university.
From $19.71 an hour

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PWM Wealth Planner
U.S. Bank National Association —Columbus, OH
Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients’ goals and…
$126,820 - $164,120 a year
5d
Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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wealth manager jobs near bloomington, il

Financial Advisor

Goodfield State Bank / Midwestern Securities Trading Company, LLC -
Goodfield, IL

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Health savings account
Health insurance
401(k)
Paid time off
Employee assistance program
401(k) matching
Retirement plan

Qualifications

Customer communication
Financial sales
Prospecting
Life & Health Insurance License

Full Job Description

Financial Advisor- Goodfield State Bank / Midwestern Securities Trading Company, LLC.

Goodfield State Bank, in partnership with Midwestern Securities Trading Company, LLC, is seeking a personable, motivated, and client-focused Financial Advisor to join their growing wealth management team. With deep community roots and a service-first culture, this is an exceptional opportunity for an experienced advisor or a driven sales professional ready to transition into a fulfilling career in financial services.

This position combines the trusted presence of a locally owned, community-based bank with the resources and support of an independent broker/dealer. Whether you're a seasoned producer with an existing book of business or a talented relationship builder seeking a new path, this role offers the training, support, and flexibility to build a meaningful, long-term career.

About the Role

The Financial Advisor will focus on building long-term relationships with clients by providing tailored, intelligent investment solutions based on each individual’s unique financial goals. This is not a high-pressure sales environment—Goodfield State Bank prioritizes integrity, trust, and doing what’s right for the client above all else. You’ll join a collaborative, laid-back team culture that values personal growth, teamwork, and genuine service.

In addition to managing an existing book of business, you'll actively cultivate new relationships by leveraging the bank’s client base, your personal and professional networks, and proactive outreach in the community. You'll also receive mentorship and hands-on support from experienced advisors and the Midwestern Securities home office team.

Key Responsibilities:

Manage and grow an existing client book with a focus on long-term, fee-based financial planning
Build and nurture new client relationships through networking, referrals, and community engagement
Develop and execute a personalized business plan in alignment with team goals and client needs
Deliver tailored investment solutions using a mix of fee-based and commissionable services
Conduct client meetings, portfolio reviews, and financial plan updates with professionalism and clarity
Use modern tools such as Salesforce, eSignature, and DocuSign to streamline client interactions and back-office tasks
Maintain compliance with FINRA, SEC, and internal regulatory standards

Desired Skills & Experience:

Proven relationship-building and communication skills
Coachable, organized, and highly motivated self-starter
Strong ethical standards and team-oriented mindset
Resilience, adaptability, and a growth-oriented attitude
Comfortable with technology platforms that enhance the client experience
Bachelor’s or Master’s degree (preferred)
FINRA Series 7 & 66 licenses (preferred or willingness to obtain)
Life, Health, Disability, and Long-Term Care Insurance licenses (preferred or willingness to obtain)
CFP®, ChFC®, or other designations are a plus
At least 1 year of financial services or 5+ years of successful sales experience (preferred)

Compensation & Benefits:

This is a full-time, in-person position with a competitive salary plus commission compensation structure. Advisors can expect total compensation in the $50,000–$70,000 range, with significant upside potential for strong performers. Special consideration may be given to advisors who bring a transferable book of business.

Comprehensive Benefits Include:

401(k) and 401(k) matching
Retirement plan
Health insurance and health savings account (HSA)
Employee Assistance Program (EAP)
Paid time off (PTO)
Professional development and licensing support

About Goodfield State Bank & Midwestern Securities

Founded in 1921, Goodfield State Bank is a locally owned and managed financial institution with branch locations in Goodfield, Varna, Eureka, Metamora, Roanoke, and Washington, IL. Known for its family-first environment and relationship-focused approach, GSB offers full-service banking with a personal touch.

Midwestern Securities Trading Company, LLC is an independent broker/dealer and Registered Investment Advisory firm based in East Peoria, IL. Midwestern partners exclusively with community banks and credit unions, helping them grow their investment services while keeping control of their brand and customer experience. Founded by advisors for advisors, Midwestern provides best-in-class support, training, and technology to help you thrive.

Work Environment:

In-person role across multiple branch locations in Central Illinois
Standard day-shift hours with some flexibility for client meetings and events
Family-friendly, supportive workplace culture

Important Information:

U.S. work authorization required, no visa sponsorship available
Equal Opportunity Employer committed to diversity and inclusion in hiring practices

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Employee assistance program
Health insurance
Health savings account
Retirement plan

Experience:

Financial Services: 1 year (Preferred)

License/Certification:

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

Ability to Commute:

Goodfield, IL 61742 (Preferred)

Ability to Relocate:

Goodfield, IL 61742: Relocate before starting work (Preferred)

Work Location: In person

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Refine Your Search

wealth manager jobs in bloomington, il

Financial Advisor

Director of Private Client Strategy

Financial Representative Entry Level

Wealth Management Associate - Retirement Benefits Group (Bloomington, IL)

Financial Advisor with Insurance Background

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Rust Belt)

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