Senior Trust and Wealth Advisor

TRUSTBANK • Wheaton, IL

9d

About The Position

Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together.

JOB TITLE: SENIOR TRUST & WEALTH ADVISOR

DEPARTMENT: WEALTH MANAGEMENT

REPORTS TO: CHIEF WEALTH STRATEGIST

FLSA STATUS: EXEMPT

TYPE OF POSITION: FULL-TIME

JOB SUMMARY

Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships.

Requirements

• Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience.
• Effective communicator and collaborative professional.
• Requires a university/college degree in finance, economics, or related areas.
• To perform this job successfully, an individual must be effective in client relationship servicing and development.
• You must be able to effectively engage clients, to determine their needs.
• You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision.
• Will require travel across regional locations.
• Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
• A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients.
• Stay up to date with financial software and applications and fully understand how technology supports the role and TrustBank’s high standards of servicing.
• Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

Responsibilities

• Work directly with clients to develop an advisory relationship and gather information related to client’s financial circumstances and goals.
• Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets.
• Determine client financial objectives, risk tolerance and capital requirements.
• Counsel and advise clients on general financial forecasts and trends.
• Develop a sophisticated goals-based wealth plan to bring client’s financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action.
• Facilitate implementation of sophisticated wealth plans based on the direction given by the client
• Interact with client’s other advisors and other TrustBank service partners in the delivery of coordinated financial and wealth planning services.
• Review account relationships and communicate with wealth management team members to identify opportunities for cross selling
• Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships.
• Contribute to the development and monitoring of best practices in the delivery of financial planning services.
• Prepare and deliver presentations relating to the ongoing maintenance of client relationships.
• Develop marketing materials and plans and deliver marketing presentations.
• Contribute to TrustBank wealth planning thought leadership, including marketing resources.
• Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
• Operates independently; has in-depth knowledge of business unit / function
• Carries out activities that are large in scope, cross-functional and technically difficult
• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
• Conducts preliminary analysis
• Responsible for direct interaction with different committees and management
• Strategic in developing, implementing and administering programs within functional areas
• Other duties assigned by manager

Benefits

• We also offer a 401(k) plan featuring a discretionary employer match in bank stock, along with a comprehensive benefits package.
• More information about our generous employee benefits can be found on our Career Page at https://trustbank.net/company/career-opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level