Financial Advisor (Rockton)

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 provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve.

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 banks 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 banks 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 banks 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 :

ABOUT 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.

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.

Compensation details : 90000 Yearly Salary

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