Fiduciary Advisor II

Busey-Bank-2; Fort Myers (FL); On-site; USD 81,000 - 105,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental

Vision

Life insurance

Disability benefits

Wellness incentives

Employee assistance program

Job summary

Busey Fiduciary Services is seeking a Fiduciary Advisor to manage fiduciary accounts and maintain proactive client communication. You will oversee relationship development, reviews, and governance compliance within wealth management frameworks.

The role requires strong client service, fiduciary knowledge, and collaboration with colleagues to deliver tailored financial solutions inside policy guidelines.

Qualifications

• Bachelor's degree or commensurate fiduciary experience.
• Experience with fiduciary administration and trust services.
• Strong communication and client service skills.
• Knowledge of wealth management concepts and fiduciary policies.

Responsibilities

• Act as the primary relationship manager for a book of fiduciary clients.
• Meet with clients regularly to preserve relationships and identify needs.
• Complete mandatory account reviews and participate in fiduciary committees.
• Ensure compliance with governing instruments, laws and internal policies.
• Coordinate discretionary distributions and onboarding of new fiduciary business.
• Escalate issues to leadership and support team collaboration.

Skills

Oral and written communication

Sales experience

Client service skills

Wealth management knowledge

Microsoft Office

Education

Bachelor's degree

Tools

Trust accounting systems

Microsoft Office Suite

Job description

Position SummaryThe Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients. The Fiduciary Advisor manages fiduciary relationships, ensuring client objectives are met and are consistent with the governing documents and fiduciary administration principles. The Fiduciary Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of each clients’ unique goals and objectives. The reporting structure may vary for the Fiduciary role based on Regional needs; an FA I can report to a Market or Regional President and in some instances, a Managing Director, Director or to a FA II.Duties & Responsibilities•Act as the primary relationship manager for a book of clients.•Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey.•Complete mandatory account reviews for the assigned accounts.•Participate in Fiduciary Committees as needed.•Attend discovery/needs-based training.•Serve as resource for the team and act as a project leader from time to time.•Administer accounts in a manner that ensures operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.•Provide high level customer service to clients, beneficiaries, advisors, and other related parties to assigned accounts.•Coordinate and arrange for the presentation and review of discretionary distributions, other discretionary matters, and acceptance of new fiduciary business.•Escalate issues to the Director of Fiduciary Services and Compliance/Fiduciary Officer as appropriate.Education & ExperienceKnowledge of:Strong oral and written communication skillsStrong sales and client service skillsKnowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office SuiteWealth Management Services including trust administration, estate settlement, Investments, financial planning, and banking concepts including asset allocationA fiduciary approach to managing client relationshipsAbility to:Experience administering fiduciary accountsDevelop and manage client relationships at an advanced levelMake recommendations consistent with the client's Investment Policy StatementMake independent decisionsRespond timely to client needs and requestsPartner with other associates on the team in a collaborative and client-focused mannerUnderstand and think strategically about each client's financial planningAnalyze and interpret numerical dataAnalyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly requiredAnalyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulationsPerform duties under frequent time pressuresThe Fiduciary Advisor II role is for those Advisors managing larger more complex books of business that bring in substantial revenue.Education and Training:Requires a bachelors' degree or commensurate experience with fiduciary administration; previous trust experience preferred.On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed; must be in good standing with First Busey Corporation continuing education.Minimum of 10 hours of annual continuing education in courses related to the position's responsibilities.Approved webinars, seminars, and courses will be credited at the CE amount stated.Compensation and BenefitsSalary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.(Base Pay Range: $81,000 - $105,000/yr)Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.Equal OpportunityBusey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.Unsolicited ResumesBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (\"Agency\"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (\"Agreement\"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.