The Private Wealth 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 as well as seeking new client opportunities. Client accounts will be monitored and serviced on a daily basis to ensure smooth operations and adherence to firm policies and procedures.
Duties and Responsibilities
Manage each account to ensure that the client has a completed profile, is introduced to the appropriate specialists, and that accounts are properly maintained and serviced.
Ensure that the proposed solutions and services maximize the clients' needs, goals, and objectives.
Ensure that administration of accounts complies with terms of the trust or other controlling document. Balance the interests of all concerned parties, including the current client and future beneficiaries.
Proactively consult with clients regarding legal, tax, investment, and general administration of their accounts.
Develop appropriate individualized investment program for clients and partner with the Investment Team to ensure appropriate investments on an ongoing basis.
Ongoing education of clients on our investment philosophy and the clients' personalized financial strategies.
Communicate the Investment Team's perspective on current events and market conditions.
Support the client engagement survey to gauge client satisfaction.
Education and Training
Requires Bachelor's degree in Business.
Requires 3 or more years of related wealth management experience.
Certified Financial Planner is preferred.
Must be in good standing with First Busey Corporation continuing education.
On-going development and broadening of appropriate knowledge and skills; additional schooling will need to be successfully completed.
Requires knowledge of Microsoft Office.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation, and basic trust and estate procedures
Financial Planning and Fiduciary issues
Make independent decisions
Analyze and interpret numerical data
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
Perform duties under frequent time pressures
EOE of Minorities/Females/Vets/Disability
Internal Number: PRIVA02043
As of June 30, 2019, First Busey Corporation (Nasdaq: BUSE) was a $9.61 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary with total assets of $7.66 billion as of June 30, 2019, is headquartered in Champaign, Illinois and has 44 banking centers serving Illinois, 13 banking centers in the St. Louis, Missouri metropolitan area, five banking centers serving southwest Florida and a banking center in Indianapolis, Indiana. Through the Busey Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $7.47 billion. Busey Bank owns a retail payment processing subsidiary, FirsTech, Inc., which processes approximately 28 million transactions per year using online bill payment, lockbox processing and walk-in payments at its 4,000 agent locations in 43 states. More information about FirsTech, Inc. can be found at firstechpayments.com.
Busey Bank was named among Forbes' 2019 Best-In-State Banks—one of five in Illinois and 173 from across the country, equivalent to 2.8% of all banks. ...Best-In-State Banks are awarded for exceptional customer experiences as determined by a survey sample of 25,000+ banking customers who rated banks on trust, terms and conditions, branch services, digital services and financial advice.
TheBANK of Edwardsville, a wholly-owned bank subsidiary of the Company with total assets of $1.95 billion as of June 30, 2019, is headquartered in Edwardsville, Illinois and has 19 banking centers. Through TheBANK of Edwardsville Wealth Management division, the Company provides asset management, investment and fiduciary services to individuals, businesses and foundations. As of June 30, 2019, assets under care were approximately $1.50 billion.
For more information about us, visit busey.com and 4thebank.com.