Senior Financial Planner at Midland States Bank — NeverHard
Senior Financial Planner at Midland States Bank in Rockford, Winnebago County. Skills: Client Relationship Management, Financial Planning, Investment Strategy, Risk Management, Wealth Management. Apply on NeverHard.
Company
Midland States Bank
Location
Rockford, Winnebago County
Type
full_time
Required skills:
Client Relationship Management
Financial Planning
Investment Strategy
Risk Management
Wealth Management
Midland States Bank is seeking a Senior Financial Planner to provide comprehensive financial planning and wealth management guidance to high‑net‑worth and mass‑affluent clients. You will assess client goals, analyze financial situations, and develop customized retirement, investment, tax, estate, and risk‑management strategies. Responsibilities include managing client relationships, preparing and presenting financial plans, coordinating with banking and lending teams, ensuring regulatory compli…