Financial Advisor

Stillman Bank Corp NA • Rockford, IL

7d • $80,000 - $140,000 • Onsite

About The Position

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.

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.
• Strong interpersonal and communication skills with a client-first approach.
• Ability to interpret financial information and provide sound guidance to a diverse client base.
• Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance.

Nice To Haves

• CFP®, ChFC®, or other relevant professional certification preferred.
• Familiarity with trust services and estate planning concepts is a plus.

Responsibilities

• 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.

Benefits

• Competitive pay and benefits
• Salaried exempt position
• Compensation dependent on experience, from $80,000+
• Paid time off available up front
• Paid vacation time
• Paid flex (personal) time
• Paid wellness time
• Paid birthday
• Paid volunteer time off
• 11 paid holidays
• 2 health plans through Blue Cross Blue Shield of Illinois
• Dental insurance
• Vision insurance
• Short-term disability insurance paid by the bank
• Long-term disability insurance paid by the bank
• Life insurance paid by the bank
• Option to purchase additional life insurance for self, spouse, or dependents at a group rate
• Discretionary 401k match
• Profit-sharing contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level