Private Wealth Advisor
Company: Busey
Location: Naperville
Posted on: February 15, 2021
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Job Description:
The Private Wealth Advisor will 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 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 client
opportunities. Client accounts will be monitored and serviced on a
daily basis to ensure smooth operations and adherence to firm
policies and procedures. Duties and Responsibilities Manage each
account to ensure that the client has a completed profile, is
introduced to the appropriate specialists, and that accounts are
properly maintained and serviced. Ensure that the proposed
solutions and services maximize the clients' needs, goals, and
objectives. Ensure that administration of accounts complies with
terms of the trust or other controlling document. Balance the
interests of all concerned parties, including the current client
and future beneficiaries. Proactively consult with clients
regarding legal, tax, investment, and general administration of
their accounts. Develop appropriate individualized investment
program for clients and partner with the Investment Team to ensure
appropriate investments on an ongoing basis. Ongoing education of
clients on our investment philosophy and the clients' personalized
financial strategies. Communicate the Investment Team's perspective
on current events and market conditions. Support the client
engagement survey to gauge client satisfaction. Education and
Training Requires Bachelor's degree in Business. Requires 3 or more
years of related wealth management experience. Certified Financial
Planner is preferred. Must be in good standing with First Busey
Corporation continuing education. On-going development and
broadening of appropriate knowledge and skills; additional
schooling will need to be successfully completed. Requires
knowledge of Microsoft Office. Qualifications Knowledge :
Keywords: Busey, Naperville , Private Wealth Advisor, Other , Naperville, Illinois
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