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Wealth Advisor

Company: Busey
Location: Urbana
Posted on: November 22, 2021

Job Description:

Why It Matters The Wealth Management team exhibits a foundation of knowledge and resources to serve the unique financial needs of our customers, whatever they might be. With Service Excellence at the heart of everything they do, the members of this team are critical thinkers that value the relationship Busey holds with both customers and Investors - providing them with trusted advice and tailored solutions. What You'll Do The Wealth Advisor will work with and coordinate the efforts of our experience Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Client banking services to create comprehensive financial strategies and solutions to help clients achieve their desired objectives over their lifetime. The Advisor will actively pursue opportunities to acquire new business - both in securing additional assets from existing clients as well as seeking new client opportunities. Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures. What You'll Bring Knowledge of:

  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Wealth Management Services including Investments, banking and trust concepts including asset allocation, and basic trust and estate procedures
  • Financial Planning and Fiduciary issues Ability to:
    • Make independent decisions
    • Analyze and interpret numerical data
    • 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
    • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
    • Perform duties under frequent time pressures Education & Training
      • Requires Bachelor's degree in Business.
      • Requires 3 or more years of related wealth management experience.
      • Certified Financial Planner is preferred.
      • 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.
      • Requires knowledge of Microsoft Office. Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors. Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

Keywords: Busey, Champaign , Wealth Advisor, Other , Urbana, Illinois

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