Financial Advisor

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🔥 1 hour ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $80k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Stillman Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1882

🏦 Banking

💸 Finance

🌾 Agriculture

Banking • Finance • Agriculture

Stillman Bank is a locally owned community bank founded in 1882 that serves northern Illinois with retail and commercial banking products and services. It offers personal checking and savings, mortgages and home equity loans, personal loans and credit cards, business checking and business lending (including SBA and treasury management services), trust and wealth management, and a dedicated agriculture lending suite (ag lines of credit, term loans, FSA loans and ag resources). Stillman emphasizes community involvement, local decision-making, online and mobile banking, ATM access, and specialized support for farmers and local businesses.

📋 Description

• Provide customized financial planning and investment advice, including retirement, education, estate, and tax planning strategies • Serve as a primary point of contact for a portfolio of clients • Build trust and deepen client relationships through regular communication and strategic guidance • Assess clients’ financial situations and recommend appropriate investment solutions • Work within the bank’s established investment philosophy and compliance standards • Partner with Trust Officers, Financial Advisors, Portfolio Managers, and other departments • Develop new client relationships through networking, referrals, and community involvement • Maintain knowledge of industry regulations and financial products • Participate in team meetings, product training, and professional development • Support the Trust and Wealth Management team in delivering exceptional client experiences and achieving 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

🏖️ Benefits

• Paid vacation time • Paid flex (personal) time • Paid wellness time • Paid birthday • Paid volunteer time off • 11 paid holidays • Two health plans through Blue Cross Blue Shield of Illinois • Dental insurance • Vision insurance • Employer-paid short-term disability insurance • Employer-paid long-term disability insurance • Employer-paid life insurance • Additional life insurance available at a group rate for employees, spouses, or dependents • Discretionary 401k match • Profit-sharing contributions after eligibility requirements are met • Professional development opportunities • Product training

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