What are the responsibilities and job description for the Wealth Advisor Schaumburg position at Busey?
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 enhance their relationship with Busey.
- Actively drive new sales opportunities.
- Attend discovery / needs-based sales training.
- Serve as resource for the team and act as a project leader from time to time.
- Administer 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 service.
- Complete mandatory account reviews for the assigned accounts.
- Actively make client recommendations consistent with the client's financial plan and Investment Policy Statement.
- Meet and communicate with clients, including a review of the client's investment strategy and financial plan, on a regular basis.
- Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
- Escalate issues to the appropriate parties.
WHAT 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 endowments. The 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 lifetime. The 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 opportunities. Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures.
Knowledge of :
Ability to :
The Wealth Advisor II is for those Advisors managing or having the ability to source larger books of business that bring in substantial revenue.
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 our customers and Investors - providing them with trusted advice and tailored solutions.
EDUCATION, TRAINING & STANDARDS OF PERFORMANCE
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence.
Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.
