Associate Wealth Advisor: Client Services & Trades

CBI Bank & Trust; Galesburg (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid Time Off

401(k) retirement plan

Employee Assistance Program (EAP)

Medical, dental, vision, and more

ongoing training and development

incentive program

Job summary

CBI Bank & Trust is seeking an Associate Wealth Advisor to assist the Investment Team in delivering high-quality customer service to an existing client base. Responsibilities include fielding calls, placing trades, handling client paperwork, and conducting routine client reviews.

The role supports investment referrals, client events, and retention efforts while adhering to company and industry guidelines; a bachelor’s degree and relevant licenses are preferred.

Qualifications

• Bachelor’s degree or 2+ years in investment sales/operations with strong customer service.
• Series 7 and 65 securities licenses (or equivalent) and life/health licenses preferred.
• Strong computer and math skills; excellent written and spoken communication.

Responsibilities

• Field all incoming/outgoing client inquiries and provide high-quality service to the client base.
• Place trades as directed and conduct routine client reviews.
• Schedule appointments and manage own calendar; proactively communicate with clients.

Skills

Customer service

Communication

Math skills

Computer skills

Sales experience

Education

Bachelor’s degree

Series 7/65 licenses

Life/Health licenses

Tools

Microsoft Office

CRM systems

Job description

CBI Bank & Trust is seeking an Associate Wealth Advisor to assist the Investment Team in delivering high-quality customer service to an existing client base. Responsibilities include fielding calls, placing trades, handling client paperwork, and conducting routine client reviews.

The role supports investment referrals, client events, and retention efforts while adhering to company and industry guidelines; a bachelor’s degree and relevant licenses are preferred.