Financial Advisor

Job description Bradford National Bank /Midwestern Securities is searching for a friendly, outgoing Financial Advisor to join the wealth management team at Bradford National Bank. This is an excellent opportunity for a proven producer who wants to be a part of a winning team or 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. Bradford Wealth Management has a culture built on strong relationships and doing what is best for the client. The bank has a family-friendly, community-focused atmosphere where building trust and deep relationships is paramount over a hard sales push. Bradford Wealth Management earned the Elite Team Award in 2022 and 2023 because of their demonstrated excellence in the areas of client service and retention; commitment; attitude; and teamwork toward a shared vision.This award was decided by a panel of leaders at Midwestern Securities. 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. Responsibilities Include: Grow the division’s current book of business alongside the established team 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 Work with the team to develop a strategic business plan for the division and make regular progress toward the division’s goals Effectively communicate with people with a wide range of backgrounds and experience levels Desired Skills & Experience: Must be coachable, honest, trustworthy, proven hard work ethic and a team player 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 or Master’s degree preferred FINRA Series 7 & 66 Licenses Life, Health, Disability, Long-Term Care Insurance Licenses CERTIFIED FINANCIAL PLANNER™ 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. About Bradford National Bank and Midwestern Securities: The person selected for this position will be an employee of Bradford National 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. Bradford National Bank was founded in 1867 by James Bradford and his son, Samuel. While there are no official records attesting to this fact, it is believed that the bank was started with $10,000 in capital. The strong foundation the Bradford's provided enabled the bank to withstand numerous threatening times, surviving when many other banks were forced to close their doors. Today, Bradford National Bank has locations in Centralia, Greenville, Highland, Irvington, Marine, and Nashville. With the future and service to our clients in mind, Bradford National Bank has added many new financial products and services. These products and services allow their teams to provide better service while maintaining the safety and security for which we are noted. After 155 years, Bradford National Bank is one of the oldest locally-owned financial institutions in the area and the 10tholdest bank in Illinois. Our mission is to exceed the expectations of our customers by combining high quality personalized service with modern and competitive financial products. Bradford National Bank strives to promote economic growth and development in a socially responsible manner in the communities they serve. Their teams strive for excellence in delivery of customer services and in the development of new products, they’re committed to making their customers’ interest their own. We are an Equal Opportunity Employer. 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 BNB are not affiliated. Job Type: Full-time Pay: $45,000.00 - $80,000.00 per year Benefits: 401(k) 401(k) matching Employee assistance program Health insurance Health savings account Paid time off Professional development assistance Retirement plan Experience: Financial Services: 1 year (Preferred) License/Certification: Series 7 (Preferred) Life & Health Insurance License (Preferred) Work Location: In person