Talent.com
Wealth Advisor

Wealth Advisor

Busey BankPhoenix, AZ, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Summary

The 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.

Duties & 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.

Education & Experience

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
  • Ability to :

  • 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
  • Education and Training :

  • 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
  • Busey will operate CrossFirst Bank as a separate banking subsidiary of Busey until it is merged with Busey Bank, which is expected to occur in June 2025.

    Application deadline : May 30, 2025

    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 BuseyTotal Rewardsfor 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. VisitBusey.com / Careersto 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.

    serp_jobs.job_alerts.create_a_job

    Wealth Advisor • Phoenix, AZ, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    Busey BankPhoenix, AZ, United States
    serp_jobs.job_card.full_time
    The 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 relations...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (PHOENIX)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (PHOENIX)

    Charles SchwabPHOENIX, AZ, US
    serp_jobs.job_card.part_time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    BuseyPhoenix, AZ, US
    serp_jobs.job_card.full_time
    The 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 relations...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

    Charles SchwabPHOENIX, AZ, United States
    serp_jobs.job_card.full_time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Advisor

    Wealth Advisor

    JobotPhoenix, AZ, US
    serp_jobs.job_card.full_time
    Join Our Dynamic Team as a Wealth Advisor.This Jobot Job is hosted by : Josh Forth.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $150,0...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Wealth Management Advisor - Phoenix, AZ

    Wealth Management Advisor - Phoenix, AZ

    TIAAUSA, Arizona, Phoenix
    serp_jobs.job_card.full_time
    Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice throug...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Goodyear, AZ

    J.P. Morgan Wealth Management Private Client Advisor - Goodyear, AZ

    ChaseGoodyear, AZ, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Trust Advisor

    Senior Trust Advisor

    UMBChandler, AZ, US
    serp_jobs.job_card.full_time
    UMB's Wealth Management takes a holistic and collaborative approach to advise our clients on the investment plan that makes the most sense for their personal financial goals.The Wealth Management d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (Paradise Valley)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (Paradise Valley)

    Charles SchwabParadise Valley, AZ, United States
    serp_jobs.job_card.full_time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Wealth Advisor - Wealth Advisory - Phoenix

    Senior Wealth Advisor - Wealth Advisory - Phoenix

    CliftonLarsonAllenPhoenix, AZ, US
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Banking Advisor

    Private Banking Advisor

    ComericaPhoenix, AZ, US
    serp_jobs.job_card.full_time
    The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients. Responsible for developing and deepening client relati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Wealth Advisor

    Private Wealth Advisor

    BOK FinancialScottsdale, AZ, US
    serp_jobs.job_card.full_time
    Do you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered Investment Advisor (RIA) firm or as a BOK advisor? If you hold securities and / or insura...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Wealth Management Advisor - Uptown Phoenix

    Wealth Management Advisor - Uptown Phoenix

    U.S. BancorpPhoenix, AZ, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customer Engagement Advisor

    Customer Engagement Advisor

    VirtualVocationsGilbert, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for an Advisor to serve as the first point of contact for customers throughout their journey.Key Responsibilities Help customers grow and achieve goals while strengthening th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath GroupPhoenix, AZ, US
    serp_jobs.job_card.permanent
    serp_jobs.filters_job_card.quick_apply
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Location : .Flexible / Hybrid • Employment Type : Independent Contractor Why Join Us?.At Wisepath Financia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Centralized Wealth Advisor II

    Centralized Wealth Advisor II

    OneAZ Credit UnionPhoenix, AZ, United States
    serp_jobs.job_card.permanent
    At OneAZ Credit Union, our success is measured only by yours.We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (Tempe)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (Tempe)

    Charles SchwabTempe, AZ, US
    serp_jobs.job_card.part_time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (Glendale)

    Sr. Manager, Wealth Advisor - Schwab Wealth Advisory (Glendale)

    Charles SchwabGlendale, AZ, United States
    serp_jobs.job_card.full_time
    At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    J.P. Morgan Wealth Management Private Client Advisor - Scottsdale, AZ (Scottsdale Oldtown)

    J.P. Morgan Wealth Management Private Client Advisor - Scottsdale, AZ (Scottsdale Oldtown)

    JPMorgan ChaseScottsdale, AZ, US
    serp_jobs.job_card.full_time
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Financial Wealth Advisor - Scottsdale, AZ

    Financial Wealth Advisor - Scottsdale, AZ

    Corebridge FinancialScottsdale, AZ, US
    serp_jobs.job_card.full_time
    Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make.We help them plan and take action to protect the future they envision and respond to some of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days