Retirement Plan Participant Advisor

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

Position Summary

The Retirement Plan Participant Advisor is responsible for facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web-based conferencing.

Duties & 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 the advantages of participation in the company sponsored retirement plan; may involve problem solving and follow up.
• 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 associate to identify and suggest areas of improvement to policies and processes as well as service levels.

Education & Experience

Knowledge Of

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

Ability To

• Multi-task and work independently
• Work in an efficient manner with minimal errors; detail oriented
• Perform duties and make decisions under frequent time pressures
• Travel as required

Education And Training

• Preferred Bachelor’s degree, preferably in Business or Finance or equivalent experience.
• Understanding of investments and ability to simplify them for plan participants.
• Requires knowledge of Microsoft Office.

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: $55,000 - $68,000yr)

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 and long-term disability
• supplemental voluntary life insurance
• short-term and long-term disability
• wellness incentives and an 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.