Busey
Position Summary
The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in daily work. Duties & Responsibilities
Estate Planning Expertise: Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures and wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies. Strategic Collaboration: Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients. Client Engagement & Advisory: Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy. Education & Thought Leadership: Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates. Legal & Fiduciary Expertise: Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning. Retirement & Distribution Strategy Expertise: Advise on IRAs, qualified plans and optimal Social Security claiming strategies. Education & Experience
Superior written and verbal communication skills—ability to present complex concepts in clear, compelling ways to clients and internal teams. Advanced knowledge of federal & state estate and tax laws, with a focus on cutting-edge planning strategies. Technical expertise in taxation, insurance structures, IRAs, business planning, and charitable entities. Ability To Make independent decisions. Demonstrate an innovative mindset to solve highly technical estate planning challenges creatively. Manage multiple complex projects and priorities, ensuring seamless execution of strategic plans. Education And Training Bachelor’s degree in Business or Finance with JD required (will consider CPA or CFP with sophisticated estate planning experience). LLM in Taxation preferred. 5+ years of estate planning experience in private practice or corporate advisory; International estate planning experience is a plus. Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office Suite. Compensation And Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $130,000 - $160,000 annually) Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, disability, wellness incentives and an employee assistance program. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer including Disability/Vets. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept liability for fees for resumes from recruiters or employment agencies. Agencies without an Agreement are requested not to contact any associates with recruiting inquiries or resumes. We are not including non-relevant postings or instructions in this refined description.
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The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in daily work. Duties & Responsibilities
Estate Planning Expertise: Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures and wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies. Strategic Collaboration: Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients. Client Engagement & Advisory: Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy. Education & Thought Leadership: Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates. Legal & Fiduciary Expertise: Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning. Retirement & Distribution Strategy Expertise: Advise on IRAs, qualified plans and optimal Social Security claiming strategies. Education & Experience
Superior written and verbal communication skills—ability to present complex concepts in clear, compelling ways to clients and internal teams. Advanced knowledge of federal & state estate and tax laws, with a focus on cutting-edge planning strategies. Technical expertise in taxation, insurance structures, IRAs, business planning, and charitable entities. Ability To Make independent decisions. Demonstrate an innovative mindset to solve highly technical estate planning challenges creatively. Manage multiple complex projects and priorities, ensuring seamless execution of strategic plans. Education And Training Bachelor’s degree in Business or Finance with JD required (will consider CPA or CFP with sophisticated estate planning experience). LLM in Taxation preferred. 5+ years of estate planning experience in private practice or corporate advisory; International estate planning experience is a plus. Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office Suite. Compensation And Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $130,000 - $160,000 annually) Busey provides a competitive Total Rewards package including 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, disability, wellness incentives and an employee assistance program. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. Busey is an Equal Opportunity Employer including Disability/Vets. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept liability for fees for resumes from recruiters or employment agencies. Agencies without an Agreement are requested not to contact any associates with recruiting inquiries or resumes. We are not including non-relevant postings or instructions in this refined description.
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