The Financial Advisor role at Goodfield State Bank in partnership with Midwestern Securities Trading Company, LLC focuses on managing an existing book of business, growing client relationships, and delivering tailored investment solutions within a fee-based and commission-based structure.
Responsibilities
- Manage and grow an existing client book with a focus on long-term, fee-based financial planning
- Build and nurture new client relationships through networking, referrals, and community engagement
- Develop and execute a personalized business plan aligned with team goals and client needs
- Deliver tailored investment solutions using a mix of fee-based and commissionable services
- Conduct client meetings, portfolio reviews, and financial plan updates with professionalism and clarity
- Use modern tools such as Salesforce, eSignature, and DocuSign to streamline client interactions and back-office tasks
- Maintain compliance with FINRA, SEC, and internal regulatory standards
Requirements
- Proven relationship-building and communication skills
- Coachable, organized, and highly motivated self-starter
- Strong ethical standards and team-oriented mindset
- Resilience, adaptability, and a growth-oriented attitude
- Comfortable with technology platforms that enhance the client experience
- Bachelor’s or Master’s degree (preferred)
- FINRA Series 7 & 66 licenses (preferred or willingness to obtain)
- Life, Health, Disability, and Long-Term Care Insurance licenses (preferred or willingness to obtain)
- CFP®, ChFC®, or other designations are a plus
- At least 1 year of financial services or 5+ years of successful sales experience (preferred)
Technologies
- Salesforce
- eSignature
- DocuSign
Benefits
- 401(k) and 401(k) matching
- Retirement plan
- Health insurance and health savings account (HSA)
- Employee Assistance Program (EAP)
- Paid time off (PTO)
- Professional development and licensing support
About the Role
The Financial Advisor will focus on building long-term relationships with clients by providing tailored, intelligent investment solutions based on each individual’s unique financial goals. This is not a high-pressure sales environment—Goodfield State Bank prioritizes integrity, trust, and doing what’s right for the client above all else. You’ll join a collaborative, laid-back team culture that values personal growth, teamwork, and genuine service.
About Goodfield State Bank & Midwestern Securities
Goodfield State Bank has a 1921 origin and operates as a locally owned, community-focused institution with branches in Goodfield, Varna, Eureka, Metamora, Roanoke, and Washington, IL. It emphasizes a family-first, relationship-driven approach and offers full-service banking with a personal touch.
Midwestern Securities Trading Company, LLC is an independent broker/dealer and Registered Investment Advisor based in East Peoria, IL. The firm partners with community banks and credit unions to grow investment services while preserving brand control and client experience, and provides advisor-focused support, training, and technology.
Work Environment
- In-person role across multiple branch locations in Central Illinois
- Standard day-shift hours with some flexibility for client meetings and events
- Family-friendly, supportive workplace culture
Important Information
- U.S. work authorization required, no visa sponsorship available
- Equal Opportunity Employer committed to diversity and inclusion in hiring practices
License / Certification
- Series 7 (Preferred)
- Life & Health Insurance License (Preferred)
Experience
- Financial Services: 1 year (Preferred)
Ability to Commute
- Goodfield, IL 61742 (Preferred)
Ability to Relocate
- Goodfield, IL 61742: Relocate before starting work (Preferred)
