Busey
Responsibilities
The Private Wealth Advisor II (PWA II) serves as a personal relationship manager for Busey Wealth Management clients. The Advisor engages in proactive and ongoing communication to build and maintain relationships and to develop a deep understanding of clients’ unique goals and objectives.
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 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.
Actively pursue opportunities to acquire new business—both by securing additional assets 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 the 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 in a manner that ensures smooth operational compliance with relevant 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.
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.
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 such as asset allocation, and basic trust and estate procedures
A fiduciary approach to managing client relationships
Ability to
Manage or source larger books of business that bring in substantial revenue.
Develop and manage client relationships at an advanced level.
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 frequently involve decisions based on a wide knowledge of many factors where advanced technical concepts are predominantly required.
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
Education and Training
Bachelor’s degree in business or finance (or related field).
Mentor 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 appropriate knowledge and skills; additional education will need to be successfully completed.
Knowledge of standard business systems, including Trust Accounting systems and Microsoft Office Suite.
Compensation and Benefits Salary offered is based on factors including job duties, required qualifications, and relevant experience, as well as 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, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, employee assistance program, pre‑tax health savings accounts, and flexible spending accounts. For more information, visit Busey Total Rewards.
Equal Opportunity Employer 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. Busey does not accept any liability for fees for resumes from recruiters or employment agencies unless a binding written recruitment agreement is in place.
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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 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.
Actively pursue opportunities to acquire new business—both by securing additional assets 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 the 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 in a manner that ensures smooth operational compliance with relevant 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.
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.
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 such as asset allocation, and basic trust and estate procedures
A fiduciary approach to managing client relationships
Ability to
Manage or source larger books of business that bring in substantial revenue.
Develop and manage client relationships at an advanced level.
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 frequently involve decisions based on a wide knowledge of many factors where advanced technical concepts are predominantly required.
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
Education and Training
Bachelor’s degree in business or finance (or related field).
Mentor 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 appropriate knowledge and skills; additional education will need to be successfully completed.
Knowledge of standard business systems, including Trust Accounting systems and Microsoft Office Suite.
Compensation and Benefits Salary offered is based on factors including job duties, required qualifications, and relevant experience, as well as 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, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, employee assistance program, pre‑tax health savings accounts, and flexible spending accounts. For more information, visit Busey Total Rewards.
Equal Opportunity Employer 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. Busey does not accept any liability for fees for resumes from recruiters or employment agencies unless a binding written recruitment agreement is in place.
#J-18808-Ljbffr