Elite Private Wealth Advisor for High-Net-Worth Clients

Busey; Peoria (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, and vision insurance

Company-paid life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

A financial services company in Peoria seeks a Private Wealth Advisor to manage client relationships and develop financial strategies. The ideal candidate has a Bachelor's in Business or Finance, along with strong communication and client service skills. Responsibilities include driving sales opportunities and ensuring client satisfaction through strategic investment and financial planning. Competitive salary and comprehensive benefits offered.

Qualifications

• 5+ years of experience with high-net-worth clients.
• Proficiency in financial planning and investment strategies.
• Good standing with First Busey Corporation continuing education.

Responsibilities

• Serve as personal relationship manager to clients.
• Manage and develop a book of wealth management clients.
• Drive new sales opportunities.
• Coordinate with investment and financial specialists.
• Provide high-level service to clients.

Skills

Strong oral and written communication skills

Strong sales and client service skills

Wealth Management Services knowledge

Fiduciary approach

Education

Bachelor’s degree in Business or Finance

Certified Financial Planner designation

Tools

Trust Accounting systems

Microsoft Office Suite

Job description

A financial services company in Peoria seeks a Private Wealth Advisor to manage client relationships and develop financial strategies. The ideal candidate has a Bachelor's in Business or Finance, along with strong communication and client service skills. Responsibilities include driving sales opportunities and ensuring client satisfaction through strategic investment and financial planning. Competitive salary and comprehensive benefits offered.