Wealth Advisor I

Heartland Bank and Trust Company; Normal, Northern (IL, KY); Hybrid; USD 69,000 - 108,000; Full time

Job summary

Heartland Bank and Trust Company in Illinois seeks a Wealth Advisor I to deliver comprehensive wealth management solutions to clients and generate fee revenue for the Bank. You will serve as relationship manager for client agency accounts and administer fiduciary accounts with appropriate care.

The role focuses on attracting and retaining targeted clients, reviewing trust documents, and coordinating retirement plan solutions.

Qualifications

• Bachelor’s Degree and minimum 3 years Banking or Financial Advisor preferred or equivalent combination of education and experience.
• CTFA preferred.

Responsibilities

• Develop business.
• Manage client relationship.
• Develop internal and external referral sources.
• Review and interpret trust documents.
• Complete regulatory account reviews.
• If also serving as a Financial Consultant: maintain registrations in good standing.
• Meets continuing education requirements.
• Fulfills other activities and duties in order to meet the requirements of a dual employee.

Skills

Relationship management

Business development

Regulatory reviews

Trust documents interpretation

Education

Bachelor’s Degree

CTFA preferred

Tools

Trust Accounting Software

Job description

Wage Range: Min: $68,970, Mid: $88,585, Max: $108,199

A Brief Overview

The Wealth Advisor I delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Handles smaller client load and clients with lower level wealth management complexity. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant working through our Broker/Dealer, LPL Securities.

What you will do

• Develop business.
• Manage client relationship.
• Develop internal and external referral sources.
• Review and interpret trust documents.
• Complete regulatory account reviews.
• If also serving as a Financial Consultant:
  • Maintains registrations in good standing.
  • Meets continuing education requirements.
  • Fulfills other activities and duties in order to meet the requirements of a "dual employee".

Other Qualifications/Requirements

• Trust Accounting Software a plus.
• Bachelor’s Degree and minimum 3 years Banking or Financial Advisor preferred or equivalent combination of education and experience.
• Certified Trust and Fiduciary Advisor (CTFA) preferred.

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.