Wealth Advisor Associate: Client Service & Trades

Central-Bancshares,-Inc.; Galesburg (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO

401(k) retirement plan

Employee Assistance Program (EAP)

Training and development opportunities

Job summary

Central-Bancshares, Inc. seeks an Associate Wealth Advisor to support the Investment Team with client service, trade placement, and routine reviews.

You will handle calls, manage calendars, and assist with client paperwork while maintaining strong client relationships. A Series 7/65 is preferred along with a bachelor’s degree or equivalent experience, enabling effective investment support in a fast-paced environment.

Qualifications

• Bachelor’s degree or 2+ years of related experience in investment sales/operations preferred.
• Series 7 and 65 licenses (or equivalent) and life/health licenses preferred.
• Strong computer and math skills; excellent communication abilities.

Responsibilities

• Field incoming/outgoing client inquiries and provide high quality service.
• Assist with placing trades and client reviews as directed.
• Schedule appointments and manage calendars for the team.
• Proactively communicate with clients and assist with paperwork.
• Track transfers/transactions to completion and support client events.

Skills

Customer service

Phone inquiries

Calendar management

Trading support

IRA knowledge

Education

Bachelor’s degree or 2+ years experience

Tools

Trading platforms

Microsoft Office

Job description

Central-Bancshares, Inc. seeks an Associate Wealth Advisor to support the Investment Team with client service, trade placement, and routine reviews.

You will handle calls, manage calendars, and assist with client paperwork while maintaining strong client relationships. A Series 7/65 is preferred along with a bachelor’s degree or equivalent experience, enabling effective investment support in a fast-paced environment.