Wealth Advisor | Glenview

BankTalent HQ; Glenview (IL); On-site; USD 75,000 - 120,000; Full time

Job summary

An established industry player is seeking a dedicated Private Wealth Advisor to manage relationships with high-net-worth clients. This role involves developing comprehensive financial strategies and solutions, collaborating with a skilled team, and actively pursuing new business opportunities. The ideal candidate will possess strong communication and sales skills, along with a deep understanding of wealth management services. Join a forward-thinking organization that values diversity and inclusion while providing exceptional service to clients and their families.

Qualifications

• Bachelor's degree in Business or Finance or equivalent experience with high-net-worth clients.
• Certified Financial Planner designation preferred.

Responsibilities

• Manage and develop a designated book of Wealth Management Clients.
• Coordinate efforts with Investment Team and Financial Planning specialists.
• Actively pursue opportunities to acquire new business.

Skills

Strong oral and written communication skills

Strong sales and client service skills

Wealth Management services

Fiduciary approach to managing client relationships

Education

Bachelor's degree in Business or Finance

Certified Financial Planner designation

Tools

Trust Accounting software

Microsoft Office Suite

Job description

Position Summary

The Private Wealth Advisor's (PWA) primary responsibility is to serve as a personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients' unique goals and objectives. The reporting structure may vary for the PWA role based on regional needs; a PWA can report to a Market or Regional President and in some instances, a Managing Director, Director, or a PWA II.

Duties & Responsibilities

The Private Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments. The Advisor will work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime. The Advisor will actively pursue opportunities to acquire new business, both in securing additional assets from existing clients and seeking new high-net-worth client opportunities. Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures, including:

• Act as the primary relationship manager for a book of clients.
• Meet frequently with clients; formulate appropriate actions to help clients and enhance their relationship with Busey.
• Actively drive new sales opportunities.
• Attend discovery/needs-based sales training.
• Serve as a resource for the team and act as a project leader when needed.
• Administer accounts to ensure smooth operational compliance with relevant governing instruments, legal requirements, and business line policies, while providing high-level client service.
• Complete mandatory account reviews for assigned accounts.
• Make client recommendations consistent with the client's financial plan and Investment Policy Statement.
• Regularly meet and communicate with clients regarding their investment strategies and financial plans.
• Provide high-level service to clients, beneficiaries, advisors, and related parties.
• Escalate issues to appropriate parties.

Education & Experience

Knowledge of:

• Strong oral and written communication skills
• Strong sales and client service skills
• Wealth Management services including investments, financial planning, banking, trust concepts, asset allocation, and estate procedures
• A fiduciary approach to managing client relationships

Ability to:

• Develop and manage client relationships at an advanced level
• Make independent decisions
• Respond promptly to client needs and requests
• Collaborate effectively with team members
• Understand and think strategically about clients' financial planning
• Analyze and interpret numerical data
• Solve problems involving complex decisions and technical concepts
• Interpret general business and regulatory information
• Perform duties under time pressures

Education and Training

• Bachelor's degree in Business or Finance or equivalent experience with high-net-worth clients
• Certified Financial Planner designation preferred
• Maintain good standing with First Busey Corporation's continuing education requirements
• Engage in ongoing professional development
• Proficiency with business systems, including Trust Accounting and Microsoft Office Suite

Busey values diversity and inclusion and is an Equal Opportunity Employer, including Disability/Vets. Visit Busey.com/Careers for more information.