Wealth Advisor Associate — Grow Client Portfolios

Busey; 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 insurance

Dental insurance

Vision insurance

Company-paid life insurance

Disability insurance

Wellness program

Job summary

Busey in Urbana, IL seeks a Wealth Advisor Associate to cultivate and manage a portfolio of Wealth Management clients under senior guidance. You will liaise with clients, prepare meeting materials, and coordinate onboarding with the team.

You will expand assets, deliver personalized financial guidance, and ensure compliance while collaborating with Advisors and support associates. Strong communication and fiduciary knowledge are essential.

Qualifications

• Strong oral and written communication skills with moderate to high client contact.
• Wealth Management concepts including investments, banking and trust concepts and relationship management.
• Financial planning concepts and fiduciary responsibilities.

Responsibilities

• Proactively seek opportunities to expand business by growing existing client assets and cultivating new client relationships.
• Drive and oversee the execution of the Proactive Client Engagement Model, onboarding/offboarding, and meeting prep with attention to detail.
• Serve as the key contact for designated clients, nurturing relationships and providing personalized financial guidance.
• Engage with clients to assess needs, devise tailored strategies, and strengthen their connection with Busey.
• Collaborate with Advisors and Support teams to complete administrative tasks on time.
• Review assigned accounts per regulatory requirements.
• Participate in sales training to build trusted relationships and uncover client needs.
• Establish and maintain consistent cash flows aligned with account agreements.

Skills

Communication skills

Relationship management

Attention to detail

Education

Bachelor's degree in business or finance

Tools

Microsoft Office

Trust Accounting systems

Job description

Busey in Urbana, IL seeks a Wealth Advisor Associate to cultivate and manage a portfolio of Wealth Management clients under senior guidance. You will liaise with clients, prepare meeting materials, and coordinate onboarding with the team.

You will expand assets, deliver personalized financial guidance, and ensure compliance while collaborating with Advisors and support associates. Strong communication and fiduciary knowledge are essential.