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Harbor Capital Advisors

Boston, Massachusetts

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

STRATA Trust Company, Inc. Logo
STRATA Trust Company, Inc.

Waco, Texas

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Private Wealth Advisor
WHAT YOU'LL DO The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients' unique goals and objectives. The reporting structure may vary for the PWA role based on Regional needs; a PWA can report to a Market or Regional President and in some instances, a Managing Director, Director or a PWA II. Additional Duties: Act as the primary relationship manager for a book of clients. Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance t


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