529 College Savings Field Advisor

Union Bank & Trust Company; Naperville (IL); Hybrid; USD 56,000 - 84,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

Union Bank & Trust seeks a College Savings Field Representative to promote Illinois' Bright Directions 529 program among financial professionals. You will travel statewide, share updates, and develop campaigns to raise awareness of the plan.

You will act as a subject-matter expert on 529s, coordinate with advisors, and support the 529 department with research, events, and compliant practices while maintaining a strong professional image.

Qualifications

• Bachelor's degree preferred.
• Mutual fund, investment, finance, tax and/or financial planning experience preferred.
• Proficient in Microsoft Word, Excel and in working with other financial software.

Responsibilities

• Make proactive marketing calls to financial advisors to strengthen relationships.
• Visit non-producing advisors to promote Bright Directions and encourage utilization.
• Plan, schedule and implement weekly travel across the state.
• Act as subject-matter expert on 529 programs and industry developments.
• Attend and promote Bright Directions local and regional events.

Skills

Microsoft Word

Microsoft Excel

Financial software

Education

Bachelor's degree preferred

Job description

Union Bank & Trust seeks a College Savings Field Representative to promote Illinois' Bright Directions 529 program among financial professionals. You will travel statewide, share updates, and develop campaigns to raise awareness of the plan.

You will act as a subject-matter expert on 529s, coordinate with advisors, and support the 529 department with research, events, and compliant practices while maintaining a strong professional image.