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Banking Advisor Rbc Salary Jobs in Beloit, WI (NOW HIRING)

Financial Advisor

Rockford, IL · On-site

$80K - $140K/yr

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have ... Salary Description $80,000 - $140,000 per year

Financial Advisor

Roscoe, IL · On-site

$80K - $140K/yr

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have ... Salary Description $80,000 - $140,000 per year

Wealth Advisor At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal ...

Wealth Advisor

Rockford, IL · On-site

$106K - $141K/yr

Wealth Advisor At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal ...

Wealth Advisor (Rockford)

Rockford, IL · On-site

$106K - $141K/yr

Wealth Advisor At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal ...

Financial Advisor

Roscoe, IL · On-site

$80K - $140K/yr

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have ... This is a salaried exempt position. Compensation is dependent on experience, from $80,000+. * Paid ...

Financial Advisor

Rockford, IL · On-site

$80K - $140K/yr

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have ... This is a salaried exempt position. Compensation is dependent on experience, from $80,000+. * Paid ...

Financial Advisor

Roscoe, IL · On-site

$80K - $140K/yr

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have ... This is a salaried exempt position. Compensation is dependent on experience, from $80,000+. * Paid ...

Financial Advisor

Rockford, IL · On-site

$80K - $140K/yr

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have ... This is a salaried exempt position. Compensation is dependent on experience, from $80,000+. * Paid ...

Bank Business Banking Relationship Managers are the primary advisor for our business clients and ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

Wealth Advisor

Rockford, IL · On-site

$106K - $141K/yr

At Midland States Bank, base salary is one component of our Total Rewards program. Exact ... The Advisor is responsible to develop, deepen, and maintain relationships with investment ...

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Banking Advisor Rbc Salary information

What is the difference between Banking Advisor Rbc Salary vs Personal Banking Associate Rbc Salary?

AspectBanking Advisor Rbc SalaryPersonal Banking Associate Rbc Salary
Required CredentialsFinancial certifications, licensing (e.g., CSC)Basic banking knowledge, customer service experience
Work EnvironmentAdvising clients, financial planningCustomer service, branch support
Employer & Industry UsageUsed in banking and financial servicesCommon in retail banking branches

Banking Advisor Rbc Salary typically involves financial advising and requires relevant certifications, while Personal Banking Associate Rbc Salary focuses on customer service and branch support. The advisor role often offers higher earning potential due to financial planning responsibilities, whereas associates handle daily banking transactions. Both roles are integral to RBC's banking services but differ in scope and credentials.

What does a banking advisor RBC do?

A banking advisor at RBC helps clients with banking services, including opening accounts, providing financial advice, and offering loan or investment options. They assess clients' financial needs, promote bank products, and ensure excellent customer service, often requiring knowledge of banking software and financial regulations.

What are popular job titles related to Banking Advisor Rbc Salary jobs in Beloit, WI?

For Banking Advisor Rbc Salary jobs in Beloit, WI, the most frequently searched job titles are:

What cities near Beloit, WI are hiring for Banking Advisor Rbc Salary jobs?

Cities near Beloit, WI with the most Banking Advisor Rbc Salary job openings:

Financial Advisor

Stillman Bank

Rockford, IL • On-site

$80K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago


Key responsibilities

  • 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.


Job description

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.

Requirements
  • Bachelor's degree in Finance, Business, Accounting, or a related field.
  • Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
  • CFP®, ChFC®, or other relevant professional certification preferred.
  • Strong interpersonal and communication skills with a client-first approach.
  • Ability to interpret financial information and provide sound guidance to a diverse client base.
  • Familiarity with trust services and estate planning concepts is a plus.
  • Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance.

ABOUT COMPENSATION AND BENEFITS:
We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size.
  • This is a salaried exempt position. Compensation is dependent on experience, from $80,000+.
  • Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays.
  • We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
  • The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
  • Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.

EEO STATEMENT
Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.
Salary Description
$80,000 - $140,000 per year