Private Wealth Advisor II

Busey • Dallas, TX

105d • $130,000 - $160,000

About The Position

The Private Wealth Advisor’s II (PWA) 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.

Requirements

• Requires Bachelor’s degree in Business or Finance or commensurate wealth management or financial services experience with high net worth clients.
• Strong oral and written communication skills.
• Strong sales and client service skills.
• Knowledge of 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.
• Ability to make independent decisions and respond timely to client needs and requests.
• Ability to partner with other associates on the team in a collaborative and client-focused manner.
• Ability to understand and think strategically about each client’s financial planning.
• 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.
• Ability to perform duties under frequent time pressures.

Nice To Haves

• Certified Financial Planner designation is preferred.
• Knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical insurance
• Dental insurance
• Vision insurance
• Company-paid life insurance
• Long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts
• Flexible spending accounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees