Financial Advisor
$80kStillman Bank
Description ABOUT US Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations. Our Mission is to remain a locally‑owned, independent community bank that strengthens the places we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship‑building and personalized guidance to help clients achieve their long‑term financial goals, while supporting the community bank’s mission of delivering high‑touch, community‑focused financial services. Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies. Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance. Assess clients’ financial situations and recommend appropriate investment solutions, working within the bank’s established investment philosophy and compliance standards. Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service. Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank’s values and growth goals. Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice. Participate in team meetings, product training, and professional development opportunities to stay up‑to‑date on industry trends and internal offerings. Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals. Requirements Bachelor’s degree in Finance, Business, Accounting, or a related field. Minimum of 3 years of experience in financial advising, investment management, or wealth planning. CFP®, ChFC®, or other relevant professional certification preferred. Strong interpersonal and communication skills with a client‑first approach. Ability to interpret financial information and provide sound guidance to a diverse client base. Familiarity with trust services and estate planning concepts is a plus. Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance. COMPENSATION AND BENEFITS We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size. This is a salaried exempt position. Compensation is dependent on experience, from $80,000+. Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays. We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance. The bank pays for short‑term disability, long‑term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate. Discretionary 401k match and profit‑sharing contributions are made on your behalf once you have met the eligibility requirements. EEO STATEMENT Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. #J-18808-Ljbffr
$90k - $110k
...Financial Advisor – Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next 4‑5 years. Salary & Compensation Base salary range: $90,000-$110,000,...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
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- ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...SuggestedFull timeWork experience placement
$20.54 - $27.78 per hour
...following Midwest Region Campuses: Midwest - Wisconsin: Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...Hourly payWork at officeMonday to FridayAfternoon shift- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs...
$51.8k - $95.9k
Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed...Part timeLocal area- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$90k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...please visit Madison, Wisconsin office is looking for a Financial Advisor working as part of an advisory team to help clients achieve...Full timeWork at officeFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$90k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...future. Madison, Wisconsin office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...Full timeTemporary workWork at officeFlexible hours- Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison... ...Overview Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial...Local area
- Job Requirements DESCRIPTION: Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network...Full timeWork at officeMonday to FridayFlexible hours
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- ...Company Description WestPoint Financial Group is a Midwest-based firm dedicated to educating clients and helping them achieve their financial... ...and values at Role Description The Entry Level Financial Advisor is a full-time, hybrid role based in Madison, WI, with the ability...Full timeInternshipWork at officeWork from home
- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeFlexible hoursShift workWeekend workDay shift
- ...Entry Level Financial Advisor Primary Location: UNITED STATES-WI-Madison Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering...Work experience placementWork at officeLocal areaFlexible hours
$25 - $38.46 per hour
...Mcminnville, Oregon 97128**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payWork experience placementFlexible hoursDay shift- The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer...Full time
- ...Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary The position of Financial Aid Counselor is an integral part...Full timeWork at officeAfternoon shift
- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...Full timeTemporary workFlexible hours
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...Regional travel may be required. Description As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employee...Live outWork at office
- ...Opportunity As a Senior Commercial Credit Analyst, you’ll evaluate the risk of extending credit by reviewing borrower and guarantor financial information and turning your analysis into clear recommendations for lending decisions. You’ll take ownership of the bank’s most...Temporary workWork at officeFlexible hours
- MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives,... ...truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust,...Contract workFor contractorsWork at office
$63.72k - $103.6k
...The Clerk's Office of the United States District Court for the District of Oregon is now accepting applications for the position of Financial Specialist II in the Portland Division. As a member of the finance team, the Financial Specialist II performs and coordinates...Work at officeLocal area$41.5k - $65.5k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Contract workPart timeLocal areaImmediate startDay shift$17 - $28.96 per hour
...processing transactions and addressing customer needs.Identify opportunities to recommend products and services that support customers' financial wellness.Open new accounts and build lasting relationships through personalized service.Partner with specialists across insurance,...Hourly payImmediate start$17 - $27.5 per hour
...Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships...Immediate start
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