Busey
Position: Private Wealth Advisor
Busey is seeking a Private Wealth Advisor to serve as a 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.
Collaborate with and coordinate the efforts of the 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 – securing additional assets from existing clients and 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 appropriate actions to help the client and enhance their relationship with Busey.
Actively 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 line policies and procedures while maintaining a high level of client service.
Complete mandatory account reviews for the assigned accounts.
Recommend actions consistent with the client’s financial plan and Investment Policy Statement.
Meet and communicate with clients, including reviews 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 that involve a wide knowledge of many factors where application of advanced technical concepts is predominantly required
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 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 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: $80,000 - $120,000/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 have access to pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A diverse team is essential to Busey’s commitment to service excellence. 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. Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is not sufficient to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully 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 by 2x
Indianapolis, IN salary range varies by experience.
#J-18808-Ljbffr
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.
Collaborate with and coordinate the efforts of the 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 – securing additional assets from existing clients and 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 appropriate actions to help the client and enhance their relationship with Busey.
Actively 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 line policies and procedures while maintaining a high level of client service.
Complete mandatory account reviews for the assigned accounts.
Recommend actions consistent with the client’s financial plan and Investment Policy Statement.
Meet and communicate with clients, including reviews 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 that involve a wide knowledge of many factors where application of advanced technical concepts is predominantly required
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 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 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: $80,000 - $120,000/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 have access to pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A diverse team is essential to Busey’s commitment to service excellence. 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. Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is not sufficient to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully 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 by 2x
Indianapolis, IN salary range varies by experience.
#J-18808-Ljbffr