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Alerus Financial Logo
Alerus Financial

Excelsior, Minnesota

Koa Wealth Management Logo
Koa Wealth Management

San Diego, California

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Confidential

Stamford, Connecticut

Compeer Financial Logo
Compeer Financial

bloomington, Illinois

WH Cornerstone Investments

Kingston, Massachusetts

NEW! NEW!
Busey Logo
Busey

Edwardsville, Illinois

NEW! NEW!
Middlesex Savings Bank Logo
Middlesex Savings Bank

Wayland, Massachusetts

Confidential

Massachusetts, Massachusetts

NEW! NEW!
Segall Bryant & Hamill

Chicago, Illinois

Aspiriant Logo
Aspiriant

Los Angeles, California

Busey Logo
Busey

Fort Myers, Florida

Busey Logo
Busey

Glenview, Illinois

Busey Logo
Busey

Belleville, Illinois

Busey Logo
Busey

Decatur, Illinois

Middlesex Savings Bank Logo
Middlesex Savings Bank

Sudbury, Massachusetts

Busey Logo
Busey

Creve Coeur, Missouri

Busey Logo
Busey

Schaumburg, Illinois

Busey Logo
Busey

Edwardsville, Illinois

Busey Logo
Busey

Creve Coeur, Missouri

Busey Logo
Busey

Joliet, Illinois

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Wealth Advisor II
WHAT YOU'LL DO The Wealth Advisor's (WA) 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 WA role based on Regional needs; a WA can report to a Market or Regional President and in some instances, a Managing Director, Director or a WA 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 e


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