Wealth Advisor Schaumburg
Description WHAT YOU'LL DO The Wealth Advisor's (WA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clientsThe 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 objectivesThe 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 IIAdditional Duties:
Act as the primary relationship manager for a book of clientsFrequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with BuseyActively drive new sales opportunitiesAttend discovery/needs-based sales trainingServe as resource for the team and act as a project leader from time to timeAdminister accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client serviceComplete mandatory account reviews for the assigned accountsActively make client recommendations consistent with the client's financial plan and Investment Policy StatementMeet and communicate with clients, including a review of the client's investment strategy and financial plan, on a regular basisProvide high level service to clients, beneficiaries, advisors, and other related parties to assigned accountsEscalate issues to the appropriate partiesWHAT YOU'LL BRING The Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowmentsThe Wealth Advisor will work with and coordinate the efforts of our experienced 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 lifetimeThe Advisor will actively pursue opportunities to acquire new business - both in securing additional assets from existing clients as well as seeking new high-net-worth client opportunitiesClient accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and proceduresKnowledge of:
Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures A fiduciary approach to managing client relationships Ability to:
Develop and manage client relationships at an advanced level Make independent decisions Respond timely to client needs and requests Partner with other associates on the team in a collaborative and client-focused manner Understand and think strategically about each client's financial planning 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 The Wealth Advisor II is for those Advisors managing or having the ability to source larger books of business that bring in substantial revenueWHY 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 beWith 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 our customers and Investors - providing them with trusted advice and tailored solutionsEDUCATION, TRAINING & STANDARDS OF PERFORMANCE Requires Bachelor's degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing educationOn-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completedRequires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talentA team with diverse talent, working together, is essential to Busey's commitment of delivering service excellenceBusey is an Equal Opportunity Employer including Disability/VetsVisit Busey.
com/Careers to learn more about Busey's Equal Opportunity Employment.
Recommended Skills Accounting Systems Asset Allocation Business Systems Certified Financial Planner Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
Act as the primary relationship manager for a book of clientsFrequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with BuseyActively drive new sales opportunitiesAttend discovery/needs-based sales trainingServe as resource for the team and act as a project leader from time to timeAdminister accounts in a manner that ensures smooth operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client serviceComplete mandatory account reviews for the assigned accountsActively make client recommendations consistent with the client's financial plan and Investment Policy StatementMeet and communicate with clients, including a review of the client's investment strategy and financial plan, on a regular basisProvide high level service to clients, beneficiaries, advisors, and other related parties to assigned accountsEscalate issues to the appropriate partiesWHAT YOU'LL BRING The Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowmentsThe Wealth Advisor will work with and coordinate the efforts of our experienced 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 lifetimeThe Advisor will actively pursue opportunities to acquire new business - both in securing additional assets from existing clients as well as seeking new high-net-worth client opportunitiesClient accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and proceduresKnowledge of:
Strong oral and written communication skills Strong sales and client service skills Wealth Management Services including Investments, financial planning, banking and trust concepts including asset allocation, and basic trust and estate procedures A fiduciary approach to managing client relationships Ability to:
Develop and manage client relationships at an advanced level Make independent decisions Respond timely to client needs and requests Partner with other associates on the team in a collaborative and client-focused manner Understand and think strategically about each client's financial planning 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 The Wealth Advisor II is for those Advisors managing or having the ability to source larger books of business that bring in substantial revenueWHY 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 beWith 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 our customers and Investors - providing them with trusted advice and tailored solutionsEDUCATION, TRAINING & STANDARDS OF PERFORMANCE Requires Bachelor's degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients Certified Financial Planner designation is preferred Must be in good standing with First Busey Corporation continuing educationOn-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completedRequires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talentA team with diverse talent, working together, is essential to Busey's commitment of delivering service excellenceBusey is an Equal Opportunity Employer including Disability/VetsVisit Busey.
com/Careers to learn more about Busey's Equal Opportunity Employment.
Recommended Skills Accounting Systems Asset Allocation Business Systems Certified Financial Planner Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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