Senior Private Wealth Advisor | Growth & Client Leadership

Busey Bank; Kansas City (MO); On-site; USD 127,000 - 168,000; Full time

Benefits offered by this job

Total Rewards package

401(k) match

Stock purchase plan

Job summary

Busey Bank is seeking a Private Wealth Advisor II to act as the primary relationship manager for a growing book of wealth management clients, including high-net-worth individuals and institutions. You will coordinate with the investment and planning teams to deliver tailored strategies and ongoing client service.

The role emphasizes proactive client engagement, regular meetings, and leveraging cross-functional resources to optimize portfolios and financial plans in alignment with client

Qualifications

• Strong communication and client service skills are required.
• Experience handling high-net-worth clients and wealth management concepts is expected.
• Ability to develop and manage client relationships and provide strategic advice.

Responsibilities

• Manage a designated book of Wealth Management clients and develop relationships.
• Regularly meet with clients to review investment strategy and financial plan.
• Collaborate with Investment Team, Financial Planning, Tax Specialists, and Estate Planning.
• Pursue new high-net-worth client opportunities and expand assets under management.
• Ensure compliance with governing instruments, policies and procedures.

Skills

Relationship management

Communication skills

Sales experience

Client service

Wealth management concepts

Education

Bachelor's degree in business or finance

Tools

Trust accounting systems

Microsoft Office Suite

Job description

Busey Bank is seeking a Private Wealth Advisor II to act as the primary relationship manager for a growing book of wealth management clients, including high-net-worth individuals and institutions. You will coordinate with the investment and planning teams to deliver tailored strategies and ongoing client service.

The role emphasizes proactive client engagement, regular meetings, and leveraging cross-functional resources to optimize portfolios and financial plans in alignment with client