Wealth Advisor I: Relationship-Driven Wealth Management

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

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.