Senior Wealth Advisor

Heartland Bank and Trust Company; United States; On-site; USD 102,000 - 183,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Heartland Bank and Trust Company is seeking a Senior Wealth Advisor to deliver comprehensive wealth management solutions and build the bank's advisory revenue. You will manage large client relationships, establish investment strategies, and provide performance updates while ensuring compliance and continuing education requirements.

The role emphasizes fiduciary stewardship, cross-functional collaboration, and potential dual roles as a Financial Consultant with LPL Financial.

Qualifications

• Bachelor's Degree in Finance and minimum 5 years Financial Advisor experience preferred.
• Master's Degree in Business preferred or equivalent experience.
• CFP Board certification preferred.
• CTFA certification preferred.

Responsibilities

• Develops business and grows the client base.
• Manages client relationships and large books of business.
• Establishes investment strategies to meet objectives.
• Delivers investment performance information to clients.
• Maintains registrations and meets CE requirements.
• Fulfills dual employee duties as applicable.

Skills

Client relationship management

Investment strategy

Financial advisory

Regulatory compliance

Education

Bachelor's Degree in Finance

Master's Degree in Business

Certified Financial Planner CFP

Certified Trust and Financial Advisor CTFA

Tools

Trust Accounting Software

Job description

Wage Range Min 102379 Mid 142673 Max 182968

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 BrokerDealer 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 QualificationsRequirements

• Trust Accounting Software a plus
• Bachelors Degree Finance and minimum 5 years Financial Advisor preferred or equivalent combination of education and experience
• Masters Degree Business preferred or equivalent combination of education and experience
• Certified Financial Planner CFP Board preferred
• 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 Banks mission is to 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

What We Offer At Heartland Bank we offer a competitive benefits package to provide you with peace of mind

Physical Demands

• Regularly Sitting
• FeelingTouching
• Talking
• Hearing
• Vision close peripheral depth
• Frequently Standing
• Walking
• Grasping
• Reaching with arms and hands
• Repetitive Motions
• Occasionally Climbing andor Balancing
• Stooping
• Kneeling
• Crouching andor 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 Were 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 candidates work experience educationtraining 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