Wealth Advisor Associate: Grow Client Assets & Strategy

Experience Champaign Urbana; Urbana (IL); On-site; USD 55,000 - 68,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

First Busey Corporation in Urbana, IL is seeking a Wealth Advisor Associate to cultivate and manage a portfolio of Wealth Management clients under the guidance of a Managing Director or seasoned advisor. You will serve as the main liaison for your designated client base, delivering personalized financial guidance and coordinating with the team to meet client goals.

Key responsibilities include expanding client assets, guiding onboarding, preparing meeting materials with accuracy, and ensuring

Qualifications

• Strong oral and written communication skills with client contact via meetings, phone, and correspondence.
• Wealth Management concepts including investments, banking and trust basics.
• Financial planning concepts and fiduciary responsibilities.

Responsibilities

• Serve as resource for Wealth Advisory Support Associates and team.
• Recommend actions aligned with the client’s Investment Policy Statement.
• Work independently and in a collaborative environment.
• Respond promptly to client needs under time pressure while maintaining sound judgment.
• Engage with designated clients to discuss investment strategies and financial plans.

Skills

Communication skills

Wealth management concepts

Financial planning concepts

Team coordination

Client relationship management

Education

Bachelor’s degree in business or finance

Tools

Trust Accounting systems

Microsoft Office Suite

Job description

First Busey Corporation in Urbana, IL is seeking a Wealth Advisor Associate to cultivate and manage a portfolio of Wealth Management clients under the guidance of a Managing Director or seasoned advisor. You will serve as the main liaison for your designated client base, delivering personalized financial guidance and coordinating with the team to meet client goals.

Key responsibilities include expanding client assets, guiding onboarding, preparing meeting materials with accuracy, and ensuring