Private Wealth Advisor II

Busey Bank; Fort Myers (FL); On-site; USD 120,000 - 155,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Company-paid life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term and long-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank's Private Wealth Advisor will act as the primary relationship manager for a portfolio of clients, maintaining proactive communication and a deep understanding of clients' goals. You will drive new sales, lead projects when needed, and ensure compliant, high-quality service across investments and financial planning.

The role requires a bachelor’s degree in Business/Finance (CFP preferred) and strong communication, sales, and wealth management knowledge.

Qualifications

• Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients
• Certified Financial Planner designation is preferred
• Continual education and development; ongoing training required

Responsibilities

• Act as the primary relationship manager for a book of clients.
• Frequently meet with clients and enhance their relationship with Busey.
• Actively drive new sales opportunities.
• Attend discovery/needs-based sales training.
• Serve as resource for the team and lead projects.
• Ensure accounts comply with governing instruments and policies while delivering high client service.
• Complete mandatory account reviews.
• Make client recommendations aligned with financial plan and Investment Policy Statement.
• Meet and communicate with clients regularly to review investments.
• Provide high level service to clients, beneficiaries, advisors, and related parties.
• Escalate issues promptly.

Skills

Communication skills

Sales skills

Client service

Wealth management

Education

Bachelor's degree in Business/Finance

CFP designation preferred

Tools

Microsoft Office

Job description

Position Summary

The Private Wealth Advisor’s (PWA) primary responsibility is to serve as 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

• 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.


• Actively drive new sales opportunities.


• Attend discovery/needs-based sales training.


• Serve as resource for the team and act as a project leader from time to time.


• Administer accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.


• Complete mandatory account reviews for the assigned accounts.


• Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement.


• Meet and communicate with clients, including a review of the client’s investment strategy and financial plan, on a regular basis.


• Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.


• Escalate issues to the appropriate parties.

Education & Experience

Knowledge of:

• Strong oral and written communication skills


• Strong sales and client service skills


• Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust 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 timely to client needs and requests


• Partner with other associates on the team in a collaborative and client-focused manner


• Understand and think strategically about each client’s financial planning


• Analyze and interpret numerical data


• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required


• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations


• Perform duties under frequent time pressures

Education and Training:

• Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients


• Certified Financial Planner designation is preferred


• Must be in good standing with First Busey Corporation continuing education. On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed.


• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite

Compensation and Benefits

Salary 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: $120,000 - $155,000/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.

• 401(k) match


• Profit sharing


• Employee stock purchase plan


• Paid time off


• Medical


• Dental


• Vision


• Company-paid life insurance


• Long-term disability


• Supplemental voluntary life insurance


• Short-term and long-term disability


• Wellness incentives


• Employee assistance program


• Pre-tax health savings accounts


• Flexible spending accounts

Equal Opportunity

Busey 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.

Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas. We strive to place talent applicants in positions that fit both their skillset and career goals. As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth!

Busey 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.

Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities—while delivering meaningful value to shareholders.