Busey
Overview
Private Wealth Advisor role at Busey.
Position Summary The Private Wealth Advisor’s (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients’ unique goals and objectives.
Duties & Responsibilities
Manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
Coordinate with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their objectives over their lifetime.
Actively pursue opportunities to acquire new business – both from existing clients and by seeking new high-net-worth client opportunities.
Monitor and service client accounts daily to ensure smooth operations and adherence to firm policies and procedures; act as the primary relationship manager for a book of clients.
Frequently meet with clients; formulate actions necessary to help the client and enhance their relationship with Busey.
Drive new sales opportunities; attend discovery/needs-based sales training.
Serve as a resource for the team and act as a project leader from time to time.
Administer accounts to ensure smooth operational compliance with governing instruments, legal requirements, and business policies while delivering high levels of client service.
Complete mandatory account reviews for assigned accounts.
Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement.
Meet and communicate with clients, including a review of the client’s investment strategy and financial plan, on a regular basis.
Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
Escalate issues to the appropriate parties.
Education & Experience
Knowledge of: Strong oral and written communication skills; Strong sales and client service skills; Wealth Management Services including investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures; A fiduciary approach to managing client relationships.
Ability to: Develop and manage client relationships at an advanced level; Make independent decisions; Respond timely to client needs and requests; Partner with other associates on the team in a collaborative and client-focused manner; Understand and think strategically about each client’s financial planning; Analyze and interpret numerical data; Analyze and solve problems requiring broad knowledge and advanced technical concepts; Analyze and interpret general business periodicals and regulations.
Education and Training: Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients; Certified Financial Planner designation is preferred; Must be in good standing with First Busey Corporation continuing education; Ongoing development and broadening of knowledge and skills; Additional education may be required.
Requires knowledge of standard business systems, including but not limited to Trust Accounting systems and 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: $79,000 - 100,000/year)
Busey provides a competitive Total Rewards package including a 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives, and an employee assistance program. Eligible associates may have access to pre-tax health savings accounts and flexible spending accounts.
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. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept liability for fees for resumes from recruiters or employment agencies without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings. Busey may consider any candidate submitted by an Agency and reserves the right to hire those candidates without financial obligation to the Agency, unless an Agreement is in place. Agencies are requested not to contact Busey associates with recruiting inquiries or resumes. Busey requests no phone calls or emails.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Busey.
Get notified about new Private Wealth Advisor jobs in Urbana, IL.
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Position Summary The Private Wealth Advisor’s (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients’ unique goals and objectives.
Duties & Responsibilities
Manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
Coordinate with our Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their objectives over their lifetime.
Actively pursue opportunities to acquire new business – both from existing clients and by seeking new high-net-worth client opportunities.
Monitor and service client accounts daily to ensure smooth operations and adherence to firm policies and procedures; act as the primary relationship manager for a book of clients.
Frequently meet with clients; formulate actions necessary to help the client and enhance their relationship with Busey.
Drive new sales opportunities; attend discovery/needs-based sales training.
Serve as a resource for the team and act as a project leader from time to time.
Administer accounts to ensure smooth operational compliance with governing instruments, legal requirements, and business policies while delivering high levels of client service.
Complete mandatory account reviews for assigned accounts.
Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement.
Meet and communicate with clients, including a review of the client’s investment strategy and financial plan, on a regular basis.
Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
Escalate issues to the appropriate parties.
Education & Experience
Knowledge of: Strong oral and written communication skills; Strong sales and client service skills; Wealth Management Services including investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures; A fiduciary approach to managing client relationships.
Ability to: Develop and manage client relationships at an advanced level; Make independent decisions; Respond timely to client needs and requests; Partner with other associates on the team in a collaborative and client-focused manner; Understand and think strategically about each client’s financial planning; Analyze and interpret numerical data; Analyze and solve problems requiring broad knowledge and advanced technical concepts; Analyze and interpret general business periodicals and regulations.
Education and Training: Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients; Certified Financial Planner designation is preferred; Must be in good standing with First Busey Corporation continuing education; Ongoing development and broadening of knowledge and skills; Additional education may be required.
Requires knowledge of standard business systems, including but not limited to Trust Accounting systems and 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: $79,000 - 100,000/year)
Busey provides a competitive Total Rewards package including a 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives, and an employee assistance program. Eligible associates may have access to pre-tax health savings accounts and flexible spending accounts.
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. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept liability for fees for resumes from recruiters or employment agencies without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings. Busey may consider any candidate submitted by an Agency and reserves the right to hire those candidates without financial obligation to the Agency, unless an Agreement is in place. Agencies are requested not to contact Busey associates with recruiting inquiries or resumes. Busey requests no phone calls or emails.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Banking
Referrals increase your chances of interviewing at Busey.
Get notified about new Private Wealth Advisor jobs in Urbana, IL.
#J-18808-Ljbffr