Busey
Join to apply for the
Wealth Advisor
role at
Busey .
Application deadline: May 30, 2025.
Position Summary The Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients. The Advisor engages in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of the clients’ unique goals and objectives.
Duties & Responsibilities
Act as primary relationship manager, managing and developing a designated book of Wealth Management Clients ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
Work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to support clients.
Actively pursue opportunities to acquire new business – both in securing additional assets from existing clients as well as seeking new high-net-worth client opportunities.
Meet and communicate with clients, including a review of the client’s investment strategy and financial plan, on a regular basis.
Complete mandatory account reviews for the assigned accounts.
Monitor and service client accounts to ensure smooth operations and adherence to policies and procedures.
Serve as resource for the team and act as a project leader when required.
Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement.
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
Analyze and interpret numerical data
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Perform duties under frequent time pressures
Education And Training
Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience
Certified Financial Planner designation is preferred
Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good standing with First Busey Corporation continuing education.
Requires knowledge of standard business systems such as Trust Accounting systems and Microsoft Office Suite
Compensation & Benefits Base Pay Range:
$113,000 - $145,000/year.
Busey provides a competitive Total Rewards package including 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 also benefit from pre‑tax health savings accounts and flexible spending accounts.
Equal Opportunity Busey values a diverse and inclusive workplace and is an Equal Opportunity Employer including Disability/Vets. Busey’s Equal Employment Opportunity statement: "Busey is committed to equal opportunity and affirmative action in the hiring of qualified personnel and in the provision of employment and retention practices, regardless of race, color, religion, sex (including pregnancy, sexual orientation, gender identity), age, national origin, disability, veteran status, or any other protected class. Specifying qualifications does not preclude the consideration of candidates qualified as described."
Agency Recruiting Policy Busey Bank and its subsidiaries do not accept liability for agency fees for unsolicited resumes unless a written recruitment agreement exists. We may consider unsolicited resumes but retain the right to hire without financial obligation to the agency, without a binding agreement.
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Wealth Advisor
role at
Busey .
Application deadline: May 30, 2025.
Position Summary The Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients. The Advisor engages in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of the clients’ unique goals and objectives.
Duties & Responsibilities
Act as primary relationship manager, managing and developing a designated book of Wealth Management Clients ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
Work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to support clients.
Actively pursue opportunities to acquire new business – both in securing additional assets from existing clients as well as seeking new high-net-worth client opportunities.
Meet and communicate with clients, including a review of the client’s investment strategy and financial plan, on a regular basis.
Complete mandatory account reviews for the assigned accounts.
Monitor and service client accounts to ensure smooth operations and adherence to policies and procedures.
Serve as resource for the team and act as a project leader when required.
Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement.
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
Analyze and interpret numerical data
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Perform duties under frequent time pressures
Education And Training
Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience
Certified Financial Planner designation is preferred
Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good standing with First Busey Corporation continuing education.
Requires knowledge of standard business systems such as Trust Accounting systems and Microsoft Office Suite
Compensation & Benefits Base Pay Range:
$113,000 - $145,000/year.
Busey provides a competitive Total Rewards package including 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 also benefit from pre‑tax health savings accounts and flexible spending accounts.
Equal Opportunity Busey values a diverse and inclusive workplace and is an Equal Opportunity Employer including Disability/Vets. Busey’s Equal Employment Opportunity statement: "Busey is committed to equal opportunity and affirmative action in the hiring of qualified personnel and in the provision of employment and retention practices, regardless of race, color, religion, sex (including pregnancy, sexual orientation, gender identity), age, national origin, disability, veteran status, or any other protected class. Specifying qualifications does not preclude the consideration of candidates qualified as described."
Agency Recruiting Policy Busey Bank and its subsidiaries do not accept liability for agency fees for unsolicited resumes unless a written recruitment agreement exists. We may consider unsolicited resumes but retain the right to hire without financial obligation to the agency, without a binding agreement.
#J-18808-Ljbffr