Top 45 Financial planners Jobs in Champaign, Il

Wealth Advisor
Midland States Bank —Champaign, IL
- From $106,250 a year
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Wealth Advisor Associate
Busey Bank —Urbana, IL
- $55,000 - $68,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Profit sharing
- Wellness program
Quick Apply
Wealth Management Client Services Specialist
Busey Bank —Urbana, IL
- $25 - $29 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Wealth Management Associate – Retirement Benefits Group (Champaign, IL)
Equitable Advisors —Champaign, IL
- $24,000 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Advisor - Champaign, IL
TIAA —Champaign, IL
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Director of Private Client Strategy
Busey Bank —Urbana, IL
- $140,000 - $193,000 a year
- Full-time
- 11+ years
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
10d
Investment Advisor Representative
INB, N.A. —Champaign, IL
- $72,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor | Training, Licensing, & Mentorship Provided
Northwestern Mutual —Champaign, IL
- $52,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Disability insurance
Quick Apply
Financial Representative Career Changer Opportunity
Dorner District - Northwestern Mutual —Champaign, IL
- $65,000 - $85,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
J.P. Morgan Wealth Management - Private Client Advisor - Champaign, IL
JPMorganChase —Champaign, IL
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Planning Specialist II
Busey Bank —Urbana, IL
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Financial Advisor - Champaign, IL
COUNTRY Financial —Champaign, IL
- Full-time
- CPA
- Mid-level
- Office
Vice President, Trust & Wealth Management
HICKORY POINT BANK & TRUST —Champaign, IL
- $90,000 - $115,000 a year
- Full-time
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Client Advisor with Athletic Background
Dorner District - Northwestern Mutual —Champaign, IL
- $70,000 - $95,000 a year
- Full-time
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
2d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
5d

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Senior Wealth Advisor
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11d
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.
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*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
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Wealth Advisor

Midland States Bank -
Champaign, IL

Apply Now

Job Details

Full-time
From $106,250 a year

Benefits

Employee stock purchase plan
Health insurance
Paid time off
Family leave
401(k) matching

Qualifications

Estate planning needs analysis
Estate planning

Full Job Description

Wealth Advisor

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.

Salary Range: $106,250 - $141,650+ annually

Now hiring new advisors in our Champaign, Joliet, and Chicago, IL markets!

Position Summary

The Wealth Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties and is expected to build a network of centers of influence. This position is often part of a team-based client services solution.

Primary Accountabilities

Actively calls on high value prospects and clients of the Bank to market financial planning, trust and investment management services, as well as works with centers of influence to cultivate business.
Conducts full needs assessment with current and potential customers and provides on-going advice and counsel.
Recommends appropriate products and services to meet needs, based on objectives, tax and estate needs, risk tolerance and proper asset allocations.
Identifies and refers business to other areas within the Bank as appropriate.
Provides quality service in meeting customer needs, inquiries and problems.
Maintains contact with existing clients, beneficiaries, and referral sources on an on-going basis to identify new or additional sales opportunities.
Represents the Bank in community organizations and activities to enhance the Banks image.
Develops and maintains a referral network of internal and external sources for additional sales opportunities.
Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices.
Completes all sales activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.

Position Qualifications

Education/Experience:

Bachelors Degree.
CFP preferred.
5-10 years previous experience in financial services or, advanced designations and / or preparatory work or guidance may sometimes be assessed in lieu of experience.
Knowledge of financial planning and estate planning techniques.
Demonstrated success working in team environment.
Ability to meet time constraints without constant supervision.
Sales oriented, friendly and persuasive personality.
Professionalism and courtesy in dealing with customers and bank employees.
Effective communicator.
High degree of accuracy with attention to detail required.

Competencies:

Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. Were proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at[email protected].

Midland States Bank may use automated tools and artificial intelligence (AI) to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT

Compensation details: 106250-141650 Yearly Salary

PI20a097196bee-25404-39260825

Apply Now

Refine Your Search

financial planners jobs in champaign, il

Wealth Advisor

Wealth Advisor Associate

Wealth Management Client Services Specialist

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

Wealth Management Advisor - Champaign, IL

Director of Private Client Strategy

Investment Advisor Representative

Financial Advisor | Training, Licensing, & Mentorship Provided

Financial Representative Career Changer Opportunity

J.P. Morgan Wealth Management - Private Client Advisor - Champaign, IL

Financial Planning Specialist II

Financial Advisor - Champaign, IL

Vice President, Trust & Wealth Management

Client Advisor with Athletic Background

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Retirement Planner

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