Senior Wealth Advisor

Wage Range: Min: $102,379, Mid: $142,673, Max: $182,968

About the role

The Senior Wealth Advisor delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Leverages advisory experience to handle largest client load and most sophisticated clients. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations. May also serve as a registered Financial Consultant through our Broker/Dealer, LPL Financial, LLC.

Responsibilities

• Develops business.
• Manages client relationships.
• Manages one of the larger books of business within AMTS.
• Establishes appropriate investment strategies to meet client objectives.
• Delivers investment performance information to clients.
• Develops internal and external referral sources.
• Reviews and interprets trust documents.
• Completes regulatory account reviews.
• If also serving as a Financial Consultant:
  • Maintains registrations in good standing.
  • Meets continuing education requirements.
  • Fulfills other activities and duties in order to meet the requirements of a "dual employee".

Requirements

• Trust Accounting Software a plus.
• Bachelor’s Degree in Finance and minimum 5 years Financial Advisor experience preferred or equivalent combination of education and experience.
• Master’s Degree in Business preferred or equivalent combination of education and experience.
• Certified Financial Planner (CFP Board) preferred.
• Certified Trust and Financial Advisor (CTFA).

About Us

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders. Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

Benefits

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)