Wealth Advisor, Investment Strategy Team

We are seeking a driven and knowledgeable Wealth Advisor to join our Investment Strategy Team at First Midwest Bank. This individual will be responsible for providing high-level financial advice and services to clients, while leveraging their knowledge and expertise to help them plan and reach their financial goals. The ideal candidate should have a thorough understanding of the financial services industry, strong connections in the financial community, and a demonstrated track record of success in providing customary financial advice. They should also be highly organized, have excellent communication and interpersonal skills, and possess a strong business acumen.If you have a passion for financial services and are looking to join a leading institution, then this may be the perfect opportunity for you.

1. Develop and execute comprehensive financial plans for clients, taking into account their long-term personal and financial goals.
2. Identify and analyze investment opportunities, and make recommendations in line with client goals.
3. Manage client portfolios, ensuring that investments are appropriate and in line with their risk tolerance.
4. Monitor client portfolios and adjust investments as needed.
5. Stay current on industry trends and news, and advise clients on related topics.
6. Proactively identify and address client needs, and provide ongoing personalized service.
7. Develop relationships with key players in the financial services industry, and leverage these connections to benefit clients.
8. Prepare and present financial reports for clients.
9. Build a strong understanding of the products and services offered by First Midwest Bank.
10. Provide financial education and mentoring to clients and colleagues.

According to JobzMall, the average salary range for a Wealth Advisor, Investment Strategy Team in Chicago, IL, USA is $60,000 - $90,000 per year. This range can vary depending on the employer, experience, and qualifications of the individual.

First Midwest (NASDAQ: FMBI) is a relationship-focused financial institution and one of the largest independent publicly traded bank holding companies based on assets headquartered in Chicago. In 2022 Old National Bank completed its acquisition of First Midwest Bank.