Senior Wealth Advisor — High-Impact Client Solutions

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

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