Senior Wealth Advisor

hbtbank; Normal (IL); On-site; USD 102,000 - 183,000; Full time

Job summary

Heartland Bank and Trust Company in Illinois seeks a Senior Wealth Advisor to deliver comprehensive wealth management solutions, grow fee revenue, and manage substantial client relationships.

You will administer trust accounts in a fiduciary capacity, develop investment strategies, and communicate performance to clients. CFP/CTFA designations and 5+ years of advisory experience are preferred; potential to serve as a Financial Consultant with LPL Financial.

Qualifications

• Bachelor’s Degree in Finance and minimum 5 years Financial Advisor preferred or equivalent combination of education and experience.
• Master’s Degree in Business preferred or equivalent combination of education and experience.
• Certified Financial Planner-CFP Board preferred.
• Certified Trust and Fiduciary Advisor (CTFA) preferred.

Responsibilities

• Develops business.
• Manages client relationships.
• Manages one of the larger books of business within AMTS.
• Establishes appropriate investment strategies to meet client objectives.
• Delivers investment performance information to clients.
• Develops internal and external referral sources.
• Reviews and interprets trust documents.
• Completes regulatory account reviews.

Skills

Client relationship management

Financial advisory experience

Regulatory knowledge

Education

Bachelor’s Degree in Finance or related field

Master’s Degree in Business

CFP designation

CTFA designation

Tools

Trust Accounting Software

Job description

Wage Range: Min: $102,379, Mid: $142,673, Max: $182,968

A Brief Overview

The Senior Wealth Advisor delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Leverages advisory experience to handle largest client load and most sophisticated clients. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant through our Broker/Dealer, LPL Financial, LLC.

What you will do

• Develops business.
• Manages client relationships.
• Manages one of the larger books of business within AMTS.
• Establishes appropriate investment strategies to meet client objectives.
• Delivers investment performance information to clients.
• Develops internal and external referral sources.
• Reviews and interprets trust documents.
• Completes regulatory account reviews.
• If also serving as a Financial Consultant:
  • Maintains registrations in good standing.
  • Meets continuing education requirements.
  • Fulfills other activities and duties in order to meet the requirements of a "dual employee".

Other Qualifications/Requirements

• Trust Accounting Software a plus.
• Bachelor’s Degree Finance and minimum 5 years Financial Advisor preferred or equivalent combination of education and experience.
• Master’s Degree Business preferred or equivalent combination of education and experience.
• Certified Financial Planner-CFP Board preferred.
• Certified Trust and Fiduciary Advisor (CTFA).

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.