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Forum Financial Management

Lincolnshire, Illinois

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Horizon Wealth Management

La Grange, Illinois

Access Financial Services, Inc. Logo
Access Financial Services, Inc.

Minneapolis, Minnesota

Asset Planning Corporation

KNOXVILLE, Tennessee

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Tate & Lyle

Hoffman Estates, Illinois

Moisand Fitzgerald Tamayo, LLC Logo
Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

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Budros, Ruhlin & Roe

Columbus, Ohio

BFG Financial Advisors

Timonium, Maryland

Vertex Accounting Partners, LLC

Downers Grove, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Next Chapter Holdings

Highland Park, 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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