Top 32 Financial planner Jobs in Champaign Il

Wealth Advisor
Midland States Bank —Champaign, IL
- $106,250 - $141,650 a year
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
5d
Financial Planner (Career Changers Welcome)
Northwestern Mutual —Champaign, IL
- $52,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Business development
- Health savings account
- Disability insurance
Quick Apply
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
13h
Wealth Management Associate – Retirement Benefits Group (Champaign, IL)
Equitable Advisors —Champaign, 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
5d
Premier Client Specialist
BMO Financial —Illinois
- $51,800 - $95,900 a year
- Part-time
- Mentoring
- Organizational skills
- Fair chance
- Health insurance
- Tuition reimbursement
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
4d
Trust & Estate Settlement Advisor
Busey Bank —Urbana, IL
- $98,000 - $127,055 a year
- Full-time
- Microsoft Outlook
- CPA
- 5 years
- Profit sharing
- Wellness program
Quick Apply
5d
Financial Representative Career Changer Opportunity
Dorner District - Northwestern Mutual —Champaign, IL
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
5d
Financial Advisor - Champaign, IL
COUNTRY Financial —Champaign, IL
- Full-time
- CPA
- Mid-level
- Office
Client Advisor with Athletic Background
Dorner District - Northwestern Mutual —Champaign, IL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
5d
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
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
Financial Strategist
Strategic Ascent LLC —United States
- $35,000 - $250,000 a year
- Part-time
- Remote
- Hospitality
- 18 years or older
- Sales
- Professional development assistance
- Opportunities for advancement
Quick Apply
Registered Representative - State Farm Agent Team Member
Mitchell Smith - State Farm Agent —United States
- $100,000 - $200,000 a year
- Full-time
- Remote
- Management
- Analysis skills
- Senior level
- Profit sharing
- Disability insurance
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
6d
Financial Consultant
Talis —United States
- $60,000 - $120,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
- Flexible schedule
Quick Apply
Partnership Executive/Investment Sales & Business Advisor
Fusion Growth Partners —United States
- $70,000 - $250,000 a year
- Full-time
- Remote
- Business development
- Presentation skills
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
3d
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

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Wealth Advisor

Midland States Bank -
Champaign, IL

Apply Now

Job Details

Full-time
$106,250 - $141,650 a year
5 days ago

Benefits

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

Qualifications

Estate planning

Full Job Description

Position Title: Wealth Advisor

Locations: Champaign_IL

Time Type: Full time

Req ID: JR1041-Champaign_IL

At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions.

For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.

We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.

Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.

You might say we’re unlike any other bank.

And you’d be right."

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 Bank’s 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).

Position Qualifications

Education/Experience:

Bachelor’s 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. We’re 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: 103700-138200 Yearly Salary

PIadee11768782-25404-39260825

Apply Now

Refine Your Search

financial planner jobs in champaign il

Wealth Advisor

Financial Planner (Career Changers Welcome)

Financial Planning Specialist II

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

Premier Client Specialist

Wealth Management Client Services Specialist

Trust & Estate Settlement Advisor

Financial Representative Career Changer Opportunity

Financial Advisor - Champaign, IL

Client Advisor with Athletic Background

Investment Advisor Representative

Vice President, Trust & Wealth Management

Financial Strategist

Registered Representative - State Farm Agent Team Member

Financial Coach

Financial Consultant

Partnership Executive/Investment Sales & Business Advisor

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

Workplace Planning Consultant

Wealth Solutions Advisor

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