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Wealth Advisor Planner
WHAT YOU'LL BRING Duties: Act as the primary contact for clients and frequently meet with clients independent of senior advisor Formulate the appropriate actions necessary to help client and enhance their relationship with Busey Complete mandatory account reviews for the assigned accounts Actively assist in the development of new sales opportunities. Attend discovery/needs-based sales training. Project Leader. Serve as resource for team. Possess the ability to make recommendations consistent with the client's Investment Policy Statement. Establish Recurring receipts and distributions, ensuring items are in line with account agreement and documentation. Knowledge:
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