Financial Advisor
ABOUT US:
Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations. Our Mission is to remain a locally-owned, independent community bank that strengthens the places we call home, one relationship at a time.
ABOUT THE ROLE:
The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank’s mission of delivering high-touch, community-focused financial services.
- Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies.
- Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance.
- Assess clients' financial situations and recommend appropriate investment solutions, working within the bank’s established investment philosophy and compliance standards.
- Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service.
- Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank’s values and growth goals.
- Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice.
- Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings.
- Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals.