Wealth Advisory Support Associate

CrossFirst Bank; Wichita (KS); On-site; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Wealth Advisory Support Associate to enhance client experiences and provide crucial operational support to the Wealth Management Team. In this dynamic role, you will engage with clients, assist in developing sales opportunities, and ensure smooth onboarding and offboarding processes. Your strong communication and organizational skills will be key in managing client relationships and supporting compliance efforts. This position offers a competitive salary and a comprehensive benefits package, making it an exciting opportunity for those passionate about client service and wealth management.

Benefits

401(k) Match

Profit Sharing

Employee Stock Purchase Plan

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

Company-Paid Life Insurance

Long-Term Disability

Employee Assistance Program

Qualifications

• Strong communication skills with high customer contact.
• Bachelor's degree or 2+ years in financial services preferred.

Responsibilities

• Support wealth management clients and enhance their relationship.
• Assist advisors with sales opportunities and client engagement.

Skills

Oral Communication

Written Communication

Organizational Skills

Multi-tasking

Time Management

Education

Bachelor’s Degree in Business or Finance

Wealth Management Specialist Certification

Certified Wealth Strategist Designation

Tools

Microsoft Office

Outlook

Trust Accounting Systems

Job description

Overview

The Wealth Advisory Support Associate enhances the client experience by servicing client needs and providing operational and administrative support to the Wealth Management Team. This role reports to a Wealth Management Advisory Support Team Lead or Manager.

Responsibilities

• Support wealth management clients and enhance their relationship with Busey.
• Assist advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
• This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
• Support the successful execution of our Proactive Client Engagement Model by supporting the client onboarding/offboarding, preparing materials for client meetings with attention to detail and accuracy, coordinate any additional items needed for these events.
• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
• Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
• Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Qualifications

Knowledge of:
• Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.
• Strong organizational skills
Ability to:
• Multi-task and work independently
• Perform duties under frequent time pressures
Education and Training:
• Bachelor’s degree in Business or Finance or two or more years related experience in the financial services industry with high net-worth clients preferred.
• Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service.
• Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office and Outlook.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range: $20.26 - $24.31/Hour

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets.