Senior Wealth Advisor

Heartland Bank and Trust Company; Normal (IL); On-site; USD 102,000 - 183,000; Full time

Job summary

Heartland Bank and Trust Company seeks a Senior Wealth Advisor to deliver comprehensive wealth management solutions and grow the client base. You will manage relationships, administer trust accounts, and leverage advisory experience to serve sophisticated clients.

The role may involve retirement plan solutions and dual employment with the broker/dealer. You will build business through targeted client attraction, maintain key registrations and ensure compliance with fiduciary responsibilities

Qualifications

• Bachelor’s Degree in Finance required.
• Minimum 5 years Financial Advisor experience or equivalent.
• Master’s Degree preferred or equivalent experience.
• CTFA certification is required or preferred.

Responsibilities

• Develops business and drives growth for the bank.
• Manages client relationships and large books of business.
• Establishes investment strategies to meet client objectives.
• Delivers performance information to clients and stakeholders.
• Develops internal and external referral sources.
• Reviews trust documents and completes regulatory reviews.
• Serves as relationship manager for retirement plan solutions.

Skills

Relationship management

Client development

Investment strategy

Portfolio management

Education

Bachelor’s degree in Finance

Master’s degree in Business

CTFA certification

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 Trust and Financial 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. Click here to learn more about what benefits we have to offer.

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.