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.
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.
Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence.
Strong organizational skills
Multi-task and work independently
Perform duties under frequent time pressures
WHY IT MATTERS
The Wealth Advisor Planner supports the Private Wealth Advisor by assisting with their book of business.
EDUCATION AND TRAINING
Requires Bachelor's degree in Business or Finance preferred, or commensurate experience in the financial advisory or wealth management industry with high net-worth clients.
If not already passed CFP, CFA, CTFA, or CPA designations or begun one of the previous programs then must have industry experience that assists the team and client relationship.
Attend appropriate training and informational programs to enhance understanding of the industry as part of the on-going job responsibilities.
Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.
EOE of Minorities/Females/Vets/Disability
Internal Number: WEALT03961
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.