Manage assigned relationships to maximize investment returns based on pre-determined risk tolerances and goals. Communicate performance, allocation/holdings, and market outlook to clients on a regular basis. Recognize and refer a client’s financial/wealth (ex. banking needs) opportunities internally.
Number of accounts: 100-150
Account size: $100,000 to $2,000,000
Fund performance: Goal based
REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
Bachelors Degree required
Series 65 required or CFP® preferred
2-5 years relevant investment experience
Knowledge of capital markets, financial instruments, and investment asset classes
Proficient in use of computer-based work tools
Excellent verbal and written communication skills
Position may require the need to travel to other branch or meeting locations
Monitor and update the firm’s investment models
Prepare for regularly occurring internal investment discussions. Participate and assist in the evaluation of new or existing portfolio holdings
Assist with special projects and duties as assigned
Work towards completion of Series 65 or Certified Financial Planner (CFP®) designation, if needed
Participate in all required training sessions for compliance
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Additional Salary Information: Bonus eligible
Internal Number: 5436
About First Midwest Bank
First Midwest, with assets over $20 billion, is the premier relationship-based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 120+ offices located in communities in metropolitan Chicago, Northwest Indiana, Central and Western Illinois, Eastern Iowa, and Southeast Wisconsin.