Wealth Advisor, Joliet

Busey Bank; Lasalle; On-site; USD 60,000 - 100,000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzsektor sucht einen Private Wealth Advisor, der als persönlicher Beziehungsmanager für vermögende Kunden fungiert. Diese spannende Rolle erfordert die Fähigkeit, umfassende Finanzstrategien zu entwickeln und umzusetzen, während man eng mit einem erfahrenen Team von Spezialisten zusammenarbeitet. Der Advisor wird die Verantwortung für die Pflege und den Ausbau von Kundenbeziehungen übernehmen und aktiv neue Geschäftsmöglichkeiten verfolgen. In einem dynamischen und unterstützenden Umfeld haben Sie die Möglichkeit, Ihre Fähigkeiten in der Vermögensverwaltung und Kundenbetreuung weiterzuentwickeln und einen positiven Einfluss auf das Leben Ihrer Kunden zu haben.

Qualifications

• Erfahrung im Umgang mit vermögenden Kunden und deren Finanzstrategien.
• Fähigkeit, komplexe finanzielle Daten zu analysieren und zu interpretieren.

Responsibilities

• Verwaltung und Entwicklung eines Portfolios von Vermögensverwaltungs-Kunden.
• Aktive Akquise neuer Geschäftsmöglichkeiten und Pflege bestehender Kundenbeziehungen.

Skills

Kommunikationsfähigkeiten

Verkaufskompetenz

Kundenservicefähigkeiten

Analytische Fähigkeiten

Strategisches Denken

Education

Bachelor in Betriebswirtschaft oder Finanzen

Zertifizierter Finanzplaner

Tools

Microsoft Office Suite

Trust Accounting Software

Job description

Position Summary

The Private Wealth Advisor's (PWA) primary responsibility is 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. The reporting structure may vary for the PWA role based on regional needs; a PWA can report to a Market or Regional President and in some instances, a Managing Director, Director, or a PWA II.

Duties & Responsibilities

The Private Wealth Advisor will 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. The Advisor will collaborate with 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 help clients achieve their objectives over their lifetime. The Advisor will actively pursue opportunities to acquire new business—both by securing additional assets from existing clients and seeking new high-net-worth client opportunities. Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures.

• Act as the primary relationship manager for a book of clients.
• Meet regularly with clients; formulate appropriate actions to support their needs and enhance their relationship with Busey.
• Actively pursue new sales opportunities.
• Attend discovery/needs-based sales training.
• Serve as a resource for the team and lead projects when necessary.
• Administer accounts to ensure operational compliance with relevant laws, regulations, and policies while maintaining high client service levels.
• Complete mandatory account reviews for assigned accounts.
• Provide client recommendations aligned with their financial plans and Investment Policy Statements.
• Engage in regular communication with clients, including reviews of their investment strategies and financial plans.
• Deliver high-level service to clients, beneficiaries, advisors, and other related parties.
• Escalate issues to appropriate parties as needed.

Education & Experience

Knowledge of:

• Strong oral and written communication skills
• Strong sales and client service skills
• Wealth Management services including investments, financial planning, banking, trust concepts, asset allocation, 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 promptly to client needs and requests
• Collaborate effectively with team members
• Understand and think strategically about clients' financial plans
• Analyze and interpret numerical data
• Solve problems involving multiple factors and advanced concepts
• Interpret business publications, technical procedures, and regulations
• Perform duties under time pressures

Education and Training:

• Bachelor's degree in Business or Finance or equivalent experience with high-net-worth clients
• Certified Financial Planner designation preferred
• Maintain good standing with First Busey Corporation continuing education requirements
• Engage in ongoing professional development
• Proficiency in business systems such as Trust Accounting and Microsoft Office Suite

Busey values a diverse and inclusive workplace and strives to recruit, develop, and retain individuals with exceptional talent. A diverse team is essential to our commitment to service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more.