JOB DESCRIPTION:

Sterling Federal Bank and Midwestern Securities are searching for a client-focused Financial Advisor to lead an established Investment Services Division inside Sterling Federal Bank. This is an excellent opportunity for a passionate, proven producer who is ready to grow their book and service their clients with the support of a well-established, community-based financial institution.
This also can be an opportunity for an experienced sales professional who’s seeking a new career path where they can help people reach their goals and improve their lives. Our team is experienced in coaching career changers into successful financial advisors with personalized training that meets you exactly where you are to help elevate your skills.
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.

COMPANY DESCRIPTIONS:

The person selected for this position will be an employee of Sterling Federal Bank and independently contracted with Midwestern Securities.
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 our clients. We are also focused on helping you succeed through excellent training, superior home office support, and advanced technology. Midwestern Securities was founded by Financial Advisors wanting more from their broker/dealer, so they built it for themselves and other advisors who expect more.
Sterling Federal bank was voted as one of the “Best Places to Work in Illinois for the seventh year in a row”. Ranking #6 in its category. They achieved this honor through the collective effort of their excellent employees who are focused not only on their customers, but also on service to their communities.
Both companies are Equal Opportunity Employers. 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 SFB are not affiliated.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan

License/Certification:

• Series 7 (Preferred)
• Series 66 (Preferred)
• Life & Health Insurance License (Preferred)

Ability to Commute:

• Sterling, IL 61081 (Required)

Ability to Relocate:

• Sterling, IL 61081: Relocate before starting work (Required)

Work Location: In perso

Desired Skills & Experience:

• Must be coachable, honest, and trustworthy team player with a proven hard work ethic
• Motivated and organized self-starter with strong attention to detail
• Adaptable and resilient in all situations with an optimistic outlook
• Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.
• Bachelor’s degree preferred
• FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
• 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.
• The advisor should be licensed to do commission and fee-based business, but our focus is fee-based

• Grow and manage the division’s current book of business
• Build and nurture strong client relationships with current and potential clients
• Prospect and generate new leads through various channels
• Build and maintain 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
• Develop a strategic business plan for the division and make regular progress toward the goals you set for the division
• Effectively communicate with people with a wide range of backgrounds and experience levels

Desired Skills & Experience:

• Must be coachable, honest, and trustworthy team player with a proven hard work ethic
• Motivated and organized self-starter with strong attention to detail
• Adaptable and resilient in all situations with an optimistic outlook
• Comfortable utilizing technology to enhance the client’s experience, including, DocuSign, eSignature and Salesforce.
• Bachelor’s degree preferred
• FINRA Series 7 & 66 Licenses (or ability to obtain them in 3 months of hire date for career changers)
• 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.
• The advisor should be licensed to do commission and fee-based business, but our focus is fee-based.