Private Wealth Advisor
Busey Bank - Champaign, IL

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BWM: Private Wealth Advisor

Education and Training:

  • Requires a 4-year degree in business and 3 or more years of related wealth management experience
  • CFP® (Certified Financial Planner) is not required but recommended
  • Must be in good standing with First Busey Corporation continuing education
  • On-going development and broadening of appropriate knowledge and skills; additional schooling will need to be successfully completed

Qualifications:

Knowledge of:

  • Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
  • Tax returns
  • Strong sales and customer service skills
  • Strong oral and written communication skills

Ability to:

  • Make independent decisions
  • Ability to analyze and interpret numerical data
  • Ability to analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
  • Ability to analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations

Duties/Responsibilities:

  • Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
  • Ensure that the proposed products and services maximize the clients’ needs, goals and objectives
  • Ensure that administration of accounts complies with terms of the trust or other controlling document. Balance the interests of all concerned parties, including the current client and future beneficiaries
  • Consult with clients regarding legal, tax, investment, and general administration of their accounts, specifically guided by the Wealth Management Value Proposition and Wealth Opportunities menu
  • Specific responsibility for insurance trusts and land trust administration
  • Develop appropriate individualized investment program for clients and partner with the in-house investment team to ensure appropriate investments on an ongoing basis
  • Educate clients on their investment strategy
  • Communicate the Investment Team’s perspective on current events and market conditions

Indeed - 8 months ago - save job - block
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About this company
15 reviews
First Busey Corporation keeps itself busy taking care of nest eggs. It's the holding company for Busey Bank, which has more than 40 branches...