Financial Advisor

Financial Advisor Princeville State Bank/ Midwestern Securities Trading Company, LLC Job description Midwestern Securities is searching for a personable, motivated Financial Advisor or experienced sales professional to join the well-established team at PSB Investment Services inside Princeville State Bank. With offices in Peoria and Princeville, the service territory covers the Tri-County area and beyond. This is an excellent opportunity for a proven producer who has the drive to grow their book of business as large as they want without the financial burden or employee management responsibilities that come with running an independent practice. It could also be a great opportunity for a budding sales superstar who is ready for a new career where they can help people reach their goals and improve their lives. Our team is experienced in coaching career changers into successful financial advisors. We offer training that meets you where you are and takes your skills to the next level. PSB Investment Services has a team atmosphere where everyone works together do what is right for the clients and provide a superior client experience. You will have the support of a strong back-office team that is just down the road in East Peoria, IL, not halfway across the country. The main role of the Financial Advisor is to create lasting relationships with clients by helping them make intelligent financial decisions based on their unique situations and goals. He/she will focus on creating meaningful investment solutions for clients, not pushing any particular products.

Other Responsibilities Include :

Building and maintaining a solid fee-based and commission book of clients using all available resources, including the bank's customer base, the advisor's own network of connections, and proactive prospecting in the community. Developing a strategic business plan and making regular progress toward the goals you set for yourself as well as the team goals. Building a strong referral network with important centers of influence in the community and beyond. Prospecting both inside the institution to current bank customers and outside the institution to bring in new relationships.

Desired Skills & Experience :

Bachelor's or master's degree preferred FINRA Series 7 & 66 Licenses Life, Health, Disability, Long-Term Care Insurance Licenses

CERTIFIED FINANCIAL PROFESSIONAL

certification, CHFC®, and other industry designations are a plus Stellar sales professionals with superior relationship-building skills and at least 5 years of experience will also be considered. Outstanding Character

• must display traits such as honesty, trustworthiness, hard work ethic, team player, coachable
• Comfortable utilizing technology to enhance the client's experience, including, DocuSign, eSignature and Salesforce.
• Ability to effectively communicate with people with a wide range of backgrounds and experience levels

Compensation:

This role affords tremendous upside potential both financially and for career growth. Compensation is salary plus commission to start. Special compensation can be considered for an advisor who brings a book of business with them. Our current book of business is roughly 60% fee-based and 40% commission based. The advisor should be licensed to do either type of business, but our focus is fee-based.

Company Descriptions :

Midwestern Securities Trading Company is an independent broker/dealer and Registered Investment Advisory firm that helps community-minded financial institutions GROW their non-interest income and PROTECT their customer base through a turn-key Investment Services Division. Unlike some other broker/dealers, our partner investment services divisions are branded and owned by the institution. When you become a financial advisor with Midwestern Securities, you join a team that is focused on doing what is best for the client. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. We were founded by Financial Advisors wanting more from their back office, so they built it for themselves and other advisors who expect more. The person selected for this position will be an employee of Princeville State Bank and independently contracted with Midwestern Securities. Princeville State Bank has a service-focused culture. They work together as a team to do what is best for the customer rather than being focused on selling products for profit. As a family-friendly company, employees report having a good work/life balance and the flexibility to put their family first when it counts. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated on the basis of, race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status or any other protected category. Midwestern Securities Trading Company, LLC is a Member

FINRA/SIPC.

MSTC and PSB are not affiliated.

Job Type:

Full-time;

Benefits:

401(k) 401(k) matching Health insurance Dental & Vision Life Insurance Professional development assistance Physical setting:

Office Schedule:

Day shift Overtime can be expected Flexible Ability to commute/relocate:

• Yes, it is important

Experience:

Financial Services:

5 years (Preferred)

Sales:

at least 5 years

License/Certification:

Series 7 (Preferred) Life & Health Insurance License (Preferred)

Work Location:

Possibility for multiple locations

• Peoria
• 4924 West American Prairie Drive, Peoria, IL 61615
• Princeville
• 142 E Main St, Princeville, IL 61559 No Visa Sponsorship.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Type:

Full-time Pay:

$50,000.00

• $80,000.

00 per year

Benefits:

Dental insurance Health insurance Life insurance

License/Certification:

FINRA Series 66 or 7 (Preferred) Ability to

Commute:

Princeville, IL 61559 (Preferred) Ability to

Relocate:

Princeville, IL 61559: Relocate before starting work (Preferred)

Work Location:

In person