Private Wealth Advisor: Relationship Builder & Growth Strategist

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

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.