Wealth Strategist

Position Summary

The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in your daily work.

Duties & Responsibilities

• Estate Planning Expertise : Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures & wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies.
• Strategic Collaboration : Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients.
• Client Engagement & Advisory : Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy.
• Education & Thought Leadership : Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates.
• Legal & Fiduciary Expertise : Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning.
• Retirement & Distribution Strategy Expertise : Advise on IRAs, qualified plans and optimal Social Security claiming strategies.

Education & Experience

Knowledge of :

Ability to :

Education and Training :

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 : $130,000 - $160,000 annually)

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.