What are the responsibilities and job description for the Wealth Advisor position at CrossFirst Bank?
Overview
The Private Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients. The Advisor engages in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients’ unique goals and objectives.
Responsibilities
Knowledge of:
Compensation And Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range: $113,000 - $145,000/year
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
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.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
The Private Wealth Advisor serves as personal relationship manager to Busey Wealth Management clients. The Advisor engages in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients’ unique goals and objectives.
Responsibilities
- Act as primary relationship manager, managing and developing a designated book of Wealth Management Clients ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.
- Work with and coordinate the efforts of our experienced Investment Team, Financial Planning and Tax Specialists, Estate Planning, Portfolio Management, and Private Client banking services to create comprehensive financial strategies and solutions to support clients.
- 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.
- Meet and communicate with clients, including a review of the client’s investment strategy and financial plan, on a regular basis.
- Complete mandatory account reviews for the assigned accounts.
- Monitor and service client accounts to ensure smooth operations and adherence to policies and procedures.
- Serve as resource for the team and act as a project leader when required.
- Actively make client recommendations consistent with the client’s financial plan and Investment Policy Statement.
- Provide high level service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
- Escalate issues to the appropriate parties.
Knowledge 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
- Develop and manage client relationships at an advanced level
- Make independent decisions
- Respond timely to client needs and requests
- Analyze and interpret numerical data
- Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
- Perform duties under frequent time pressures
- Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience
- Certified Financial Planner designation is preferred
- Approved webinars, seminars, and courses will be credited at the CE amount stated, must be in good standing with First Busey Corporation continuing education.
- Requires knowledge of standard business systems such as Trust Accounting systems and Microsoft Office Suite
Compensation And Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range: $113,000 - $145,000/year
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
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.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Salary : $113,000 - $145,000
