Retirement Plan Advisor & Participant Coach

Busey Bank; Pekin (IL); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

401k match

Profit sharing

ESPP

PTO

Medical insurance

Dental

Vision

Life insurance

Long-term disability

Wellness program

Employee assistance

Job summary

Busey Bank is seeking a Retirement Plan Participant Advisor in Pekin, IL to educate plan participants and support wealth-management relationships. You will deliver group presentations and conduct individual consultations, in person or via phone/online, helping participants understand plan options and investment choices.

This role emphasizes clear communication and proactive client service. The position requires strong communication, public speaking, and financial knowledge, with travel as needed

Qualifications

• Strong oral and written communication skills.
• Advanced analytical skills to identify opportunities.
• Public speaking and presentations.

Responsibilities

• Serve as support to new and current relationships within the Retirement Plan Services area in Wealth Management.
• Cultivate relationships with participants by delivering personalized service and responding to plan-related questions.
• Develop materials for both sophisticated and average plan participants.
• Engage in dialogue which guides participants in making informed investment decisions and educate them on participation benefits.
• Perform engaging individual and group enrollment/education presentations.
• Develop and maintain client relationships by providing participant advisory services, including financial planning and investment advice both on-site and in our offices.
• Assist with day-to-day operations of current retirement plans.
• Support regular communication with plan sponsors and plan participants.
• Work with other associates to identify and suggest areas of improvement to policies and processes as well as service levels.

Skills

Strong communication

Analytical thinking

Public speaking

Education

Bachelor’s degree in Business/Finance

Tools

Microsoft Office

Job description

Busey Bank is seeking a Retirement Plan Participant Advisor in Pekin, IL to educate plan participants and support wealth-management relationships. You will deliver group presentations and conduct individual consultations, in person or via phone/online, helping participants understand plan options and investment choices.

This role emphasizes clear communication and proactive client service. The position requires strong communication, public speaking, and financial knowledge, with travel as needed