Private Wealth Advisor II

About the role

The Private Wealth Advisor’s (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. The reporting structure may vary for the PWA role based on Regional needs; a PWA can report to a Market or Regional President and in some instances, a Managing Director, Director or a PWA II.

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 to help clients achieve their desired objectives over their lifetime.
• 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.
• Client accounts will be monitored and serviced daily to ensure smooth operations and adherence to firm policies and procedures through the following:
• 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.