Financial Advisor

Stillman Bank•Rockford, IL

6d•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. 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.
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

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.
2 health plans through Blue Cross Blue Shield of Illinois
Dental insurance
Vision insurance
Short-term disability insurance
Long-term disability insurance
Life insurance
Option to purchase additional life insurance for self, spouse, or dependents at a group rate.
Discretionary 401k match
Profit-sharing contributions