Wealth Planner

We are looking for an individual to join our team at First Midwest Bank as the Wealth Planner. This individual will have the opportunity to work with our customers and provide them with the best possible service in financial planning and wealth management. The ideal candidate for this role must have a strong understanding of financial planning and investments, as well as excellent customer service skills. We are looking for someone who is capable of providing sound investment advice and strategies, and who is able to effectively communicate these plans to our customers. The Wealth Planner will also be responsible for providing guidance on tax planning, estate planning, and retirement planning.The successful candidate will have a college degree in finance, economics, or a related field, and have at least 5 years of experience in the financial services industry. They should also be comfortable working in a fast-paced environment with tight deadlines, and be able to quickly and effectively assess client needs. Additionally, the individual should possess excellent communication and interpersonal skills, and be able to offer clear and concise advice tailored to the individual goals of clients.At First Midwest Bank, we strive to provide our customers with excellent service and guidance, and we are excited to bring on a Wealth Planner to join our team. If you are passionate about helping customers achieve their financial goals, and possess the required qualifications, we encourage you to apply.

Responsibilities of the Wealth Planner:

1. Provide sound investment advice and strategies to clients.
2. Effectively communicate financial plans to customers.
3. Offer guidance on tax planning, estate planning, and retirement planning.
4. Quickly and accurately assess client needs.
5. Possess excellent communication and interpersonal skills.
6. Offer clear and concise advice tailored to individual goals of clients.
7. Meet tight deadlines in a fast-paced environment.
8. Remain up-to-date on financial regulations and industry trends.

According to JobzMall, the average salary range for a Wealth Planner in Chicago, IL, USA is between $82,826 and $118,743 per year.

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.