Top 259 wealth management advisor Jobs in illinois

Financial Advisor
Midwestern Securities Trading Company, LLC —Toulon, IL
- $40,000 - $70,000 a year
- Overtime
- Sales
- 5 years
- Office
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Libertyville, IL
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Advisor/Wealth Manager - Chicago
Tristate Financial Advisors —Chicago, IL
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
3d
Wealth Management Associate Advisor
Porte Brown, LLC —Elk Grove Village, IL
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
1h
Financial Advisor
Northwestern Mutual Chicagoland —Downers Grove, IL
- $75,000 - $100,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Health savings account
- Disability insurance
Quick Apply
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
8d
Lenox Advisors - Financial Advisor
Lenox Advisors —Chicago, IL
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Advisor with Athletic Background
Jump District - Northwestern Mutual —Decatur, IL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Advisor/Financial Representative
Northwestern Mutual —Chicago, IL
- $61,000 - $119,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Training Provided
Northwestern Mutual —Quincy, IL
- $83,553 - $99,243 a year
- Full-time
- Background check
- Sales
- Office
- Health savings account
- Disability insurance
Quick Apply
Financial Planner Seeking Former Educator/Coach
Northwestern Mutual - Central Illinois —Springfield, IL
- $84,000 - $106,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
3d
Wealth Management Trainee (IL)
Bankers Life —Buffalo Grove, IL
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Advisor
Equitable Adivsors —Oak Brook, IL
- $31,500 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Naperville, IL
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
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
- Paid training
- Health savings account
Quick Apply
8d
Client Advisor with Athletic Background
Dorner District - Northwestern Mutual —Peoria, IL
- $70,000 - $95,000 a year
- Full-time
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
3d
Entry Level - Financial Advisor (Deerfield, IL)
Equitable Advisors —Deerfield, IL
- $31,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
8d
Wealth Management Trainee (IL)
Bankers Life —Rockford, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus
Trajan Wealth —Chicago, IL
- $100,000 - $300,000 a year
- Full-time
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Trainee (IL)
Bankers Life —Rockford, IL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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wealth management advisor jobs near illinois

Financial Advisor

Midwestern Securities Trading Company, LLC -
Toulon, IL

Quick Apply

Job Details

Full-time
$40,000 - $70,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Sales
Series 66
Series 7
Financial concepts
FINRA License
Financial services

Full Job Description

State Bank of Toulon/Midwestern Securities is searching for a friendly, outgoing Financial Advisor to lead the wealth management division at State Bank of Toulon. This is an excellent opportunity for a proven producer who is ready to step up and lead a division with the support of a well-established community-based financial institution. With offices in Toulon, Galva, and Kewanee, IL the service territory covers Stark and Henry counties, though the advisor is not limited to where they can grow the business and serve their clients.

This also could be a great opportunity for an emerging sales professional 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 helps elevate your skills.

SBT Wealth Management has a culture built on strong relationships and doing what is best for the client. The bank has a family-friendly, laidback atmosphere where building trust and deep relationships is paramount over a hard sales push. Their clients are smart, hardworking Midwesterners who value honesty and integrity over flashy sales pitches or the latest investment trend.

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:

Managing and growing the division’s current book of business
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 for the division and making regular progress toward the goals you set for the division.
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 75% fee-based and 25% commission based. The advisor should be licensed to do either type of business, but our focus is fee-based.

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

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 State Bank of Toulon is committed to providing the best service and products at a reasonable price for the communities they serve. They strive to remain independent, profitable, and vibrant, while enhancing stockholder's assets, promoting their community bank image, and providing a quality environment for staff and customers, now and in the future.

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 SBT are not affiliated.

Job Type: Full-time;

Benefits:

401(k)
401(k) matching
Health insurance
Dental
Vision available
Life Insurance
Disability Insurance
Paid time off

Physical setting:

Office

Schedule:

8 a.m. – 5 p.m.
Overtime can be expected to meet with clients as needed
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)
Series 66 (Preferred)
Life & Health Insurance License (Preferred)

Work Location: Possibility for multiple locations

- Toulon- 102 West Main Street, Toulon, IL 61483

- Galva - 210 SW 2nd Avenue, Galva, IL 61434

- Kewanee - 635 Tenney Street, Kewanee, IL 61443

Job Type: Full-time

Pay: $40,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial concepts: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in illinois

Financial Advisor

Wealth Advisor - PNC Wealth Management

Financial Advisor/Wealth Manager - Chicago

Wealth Management Associate Advisor

Financial Advisor

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

Lenox Advisors - Financial Advisor

Sales Advisor with Athletic Background

Financial Advisor/Financial Representative

Financial Advisor - Training Provided

Financial Planner Seeking Former Educator/Coach

Wealth Management Trainee (IL)

Wealth Management Advisor

Wealth Advisor - PNC Wealth Management

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

Client Advisor with Athletic Background

Entry Level - Financial Advisor (Deerfield, IL)

Wealth Management Trainee (IL)

Fiduciary Advisor - Chicago, IL - 100-150K Base Salary Plus Bonus

Wealth Management Trainee (IL)

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