Strategic Private Wealth Advisor for High-Net-Worth Clients

Busey-Bank-2; Fort Myers (FL); On-site; USD 120,000 - 155,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Job summary

First Busey Corporation, through Busey Wealth Management, is seeking a Private Wealth Advisor II to manage a high-net-worth client book and coordinate with investment, planning, and tax specialists.

You will meet clients regularly to review investment strategies, provide comprehensive financial solutions, and pursue new business opportunities while ensuring fiduciary standards and regulatory compliance.

Qualifications

• Bachelor’s degree in Business or Finance; CFP designation preferred
• Strong client service and fiduciary approach with high-net-worth clients
• Experience in wealth management, investments, planning and banking

Responsibilities

• Act as primary relationship manager for a book of clients
• Meet regularly with clients to review investment strategy and financial plan
• Coordinate with Investment Team, Planning and Tax specialists
• Seek new high-net-worth client opportunities and assets
• Ensure compliance and operational accuracy across accounts

Skills

Communication skills

Sales experience

Client service

Wealth management

Fiduciary approach

Education

Bachelor’s degree in Business or Finance

CFP designation preferred

Tools

Trust Accounting systems

Microsoft Office Suite

Job description

First Busey Corporation, through Busey Wealth Management, is seeking a Private Wealth Advisor II to manage a high-net-worth client book and coordinate with investment, planning, and tax specialists.

You will meet clients regularly to review investment strategies, provide comprehensive financial solutions, and pursue new business opportunities while ensuring fiduciary standards and regulatory compliance.