Financial Advisor
About this role
Financial Advisor
About the Position
We are seeking an experienced and relationship-driven Financial Advisor to join our Wealth Management team. This position is responsible for providing comprehensive financial planning and investment guidance to clients while developing, managing, and growing long-term client relationships through the Bank’s wealth program. The Wealth Advisor will partner closely with branch staff and business partners to deliver personalized financial solutions and expand the Bank’s presence in the communities it serves.
Essential Duties & Responsibilities
- Develop, manage, and grow a portfolio of wealth management clients through referrals, business development, and existing client relationships.
- Meet with clients to assess financial goals, risk tolerance, and overall financial needs, and develop customized financial strategies.
- Provide guidance on investments, retirement planning, insurance, education funding, tax considerations, estate planning, and other wealth management solutions.
- Monitor client portfolios and conduct regular reviews, providing ongoing recommendations based on changing needs and market conditions.
- Build and maintain strong referral relationships with branch staff, lenders, and other internal business partners.
- Represent the Bank through client meetings, seminars, community outreach, and financial education events.
- Maintain accurate client records, CRM documentation, and activity tracking in accordance with program requirements.
- Ensure compliance with all applicable Bank policies, regulatory requirements, and industry standards.
- Stay current on financial markets, investment products, and industry trends.
- Perform additional duties and special projects as assigned.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field preferred.
- Five or more years of experience in wealth management, financial advising, investment services, banking, insurance, or related client-facing financial services role.
- Active FINRA Series 7 and Series 66 licenses, or Series 7 with Series 63 and Series 65 required.
- Professional designations such as CFP®, ChFC®, CRPC®, AAMS®, CIMA®, CPFA®, CFA®, or similar preferred.
- Strong knowledge of financial planning, investment management, retirement planning, insurance, tax and estate concepts, and wealth management solutions.
- Demonstrated ability to build client relationships, generate new business, and develop referral partnerships.
- Excellent communication, interpersonal, presentation, and problem-solving skills with the ability to manage multiple client relationships.
- Proficiency with financial planning software, CRM systems, and Microsoft Office applications preferred.
Why Join Us?
Join a collaborative team where client relationships, communication, and service excellence are valued. As a Wealth Advisor, you will play an important role in delivering personalized financial guidance, strengthening client relationships across our communities, and helping clients achieve their long-term financial goals.
Benefits May Include the Following:
https://www.bankwithbos.com/careers/
Company at a glance
With a focus on community, Jack A. Marantz founded Bank of Springfield (BOS) in Springfield, Illinois in 1965. Today, the tradition continues under the leadership of Chairman of the Board and Chief Executive Officer, Tom Marantz; our President, Mike Pence; and Executive Vice President and Vice Chairman of the Board, Jason Knoedler.
From our roots as a neighborhood bank on the southeast side of Springfield, Illinois; BOS has grown to 15 full-service branches in Illinois and Missouri and one loan production office in Missouri. As we continue to expand operations, you have our promise to remain privately held and responsive to your needs.
BOS is committed to utilizing our resources to make a positive impact on the communities we serve. We are proud to sponsor many projects, organizations, and events.
Our employees continually dedicate their time volunteering for local organizations, including food, clothing and toy drives, blood drives, and numerous charity events. We are passionate about educating our communities through financial literacy programs and working with customers to grow their financial future.
Member FDIC. Equal Housing Lender.
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