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Wealth Advisory Support Associate

1 month ago

Peoria, United States BankTalent HQ Full time
Position Summary
The Wealth Advisory Support Associate will enhance the client experience by servicing clients and providing operational and administrative support to the Wealth Management Team. The Wealth Advisory Support Manager may determine a need for a Team Lead designation; this role reports to either a Team Lead or the Wealth Advisory Support Manager.

Duties & Responsibilities

  • Formulate the appropriate actions necessary to help client and enhance their relationship with Busey.
  • Assist advisor with the development of new sales opportunities.
  • This role interacts with clients by fielding phone calls and electronic communications from clients. Arrange client meetings, compile and complete presentations, annual client reviews, and compliance standards.
  • Establish recurring receipts and distributions, ensuring items are in line with account agreement and documentation.
Wealth Advisory Support Associate Team Lead:
  • Responsibilities listed above plus serves as a dedicated team leader for a designated team of Wealth Advisor Associates to effectively manage associate performance and ensure an efficient, engaged, well trained, and high performing team.
  • Directly manage and coach associates in accordance with Busey's policies and standards; responsibilities include interviewing, hiring, and onboarding associates; training, appraising, developing, and correcting performance; engaging associates; and planning and structuring work within the team.
  • Troubleshoot client or internal customer service issues, identify opportunities and make recommendations for continuous improvement to exceed business goals.
  • Complete or lead special projects and support the Wealth Management Advisory Support Manager as needed.
Education & Experience

Knowledge of:
  • Strong oral and written communication skills with moderate to high level of customer contact via client meetings, phone, and correspondence
  • Strong organizational skills
  • Ability to: Multi-task and work independently
  • Perform duties under frequent time pressures
Education and Training:

Wealth Advisory Support Associate:
  • Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
  • Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
  • Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
  • Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.
Wealth Advisory Support Associate Team Lead:
  • Bachelor's degree in Business or Finance, or two or more years related experience in the financial services industry with high net-worth clients preferred.
  • Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.
  • Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
  • Requires knowledge of standard business systems, including but not limited to Trust Accounting systems, Microsoft Office and Outlook.


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. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.