Wealth Advisor I: Grow Client Wealth & Relationships

hbtbank; Normal (IL); On-site; USD 69,000 - 108,000; Full time

Job summary

Heartland Bank and Trust Company is seeking a Wealth Advisor I to deliver wealth management solutions and grow the business across Illinois. You will manage client relationships, administer trust accounts and may serve as a registered Financial Consultant through LPL Securities.

The role supports retirement plan solutions for organizations and requires a relevant degree with experience in banking or financial advising. Competitive salary offered with growth opportunities.

Qualifications

• Bachelor's Degree and minimum 3 years Banking or Financial Advisor preferred or equivalent combination of education and experience.
• Certified Financial Planner-CFP Board preferred, or
• Certified Trust and Fiduciary Advisor (CTFA) preferred.

Responsibilities

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

Skills

Trust Accounting Software

Education

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

Job description

Heartland Bank and Trust Company is seeking a Wealth Advisor I to deliver wealth management solutions and grow the business across Illinois. You will manage client relationships, administer trust accounts and may serve as a registered Financial Consultant through LPL Securities.

The role supports retirement plan solutions for organizations and requires a relevant degree with experience in banking or financial advising. Competitive salary offered with growth opportunities.