Trust Officer / Wealth Advisor (58652)
$71k-89k (estimate)
Full Time
Just Posted
Stillman Bank is Hiring a Trust Officer / Wealth Advisor (58652) Near Rockford, IL
About UsStillman 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. The Trust and Wealth Management department started in 1994 and is based out of our Rockford location.
What We DoWe provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve.
How We Do ItRemain Committed
Take Ownership
Build Relationships
Cultivate Growth
Be Intentional
Why We Do ItWe will grow our legacy as a strong, stable, independent community bank where customers want to bank, individuals want to work, and shareholders want to invest.
About The RoleAs a member of the Trust and Wealth Management Department, this position provides appropriate fiduciary services to bank clients while supporting the department’s strategic and competitive objectives.
You Will
About You
Paid time off is available upfront, including paid vacation time, paid flex (personal) time, paid volunteer time off, paid time for wellness visits, 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.
What We DoWe provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve.
How We Do ItRemain Committed
Take Ownership
Build Relationships
Cultivate Growth
Be Intentional
Why We Do ItWe will grow our legacy as a strong, stable, independent community bank where customers want to bank, individuals want to work, and shareholders want to invest.
About The RoleAs a member of the Trust and Wealth Management Department, this position provides appropriate fiduciary services to bank clients while supporting the department’s strategic and competitive objectives.
You Will
- Provide professional, confidential and collaborative assistance to clients seeking fiduciary and wealth management services.
- Develop relationships with new clients and centers of influence to grow the department and support the department’s strategic objectives.
- Actively represent the bank within the community and professional associations.
- Coordinate with appropriate team members and outside professionals to ensure fulfillment of all fiduciary responsibilities.
- Determine appropriate risk profiles and asset allocation models for client relationships.
- Provide guidance to clients and prospects through estate planning and document review.
- Serve as a resource to internal bank personnel to expand their understanding of the trust department and encourage new business referrals.
- Participate in personal continuing educational opportunities to enhance and maintain current knowledge of trust, investment, and related areas.
- Support the development of sales and marketing strategies and participate in business development activities.
- Evaluate opportunities for appointment to trustee, guardian, executor, or other fiduciary offices, and make recommendations to Trust Administrative Committee.
About You
- Trust and Wealth Management professional with at least 5 years of progressively responsible experience managing fiduciary relationships in the investment, trust, banking, or legal field.
- Continuous learner with a Bachelor’s Degree and advanced education/certification such as MBA, JD, CTFA, CFP (preferred).
- Relationship builder with strong interpersonal skills, solid business writing and communication skills, and sound judgment.
Paid time off is available upfront, including paid vacation time, paid flex (personal) time, paid volunteer time off, paid time for wellness visits, 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.
Job Summary
JOB TYPE
Full Time
SALARY
$71k-89k (estimate)
POST DATE
06/10/2024
EXPIRATION DATE
07/06/2024
WEBSITE
stillmanbank.com
HEADQUARTERS
Stillman Valley, IL
SIZE
50 - 100
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