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Wealth Management Associate

2 months ago

Normal, Illinois, United States Heartland Bank and Trust Company Full time
Job Summary

We are seeking a highly motivated and detail-oriented Wealth Management Specialist to join our team at Heartland Bank and Trust Company. As a Wealth Management Specialist, you will play a critical role in supporting our Wealth Advisors and providing exceptional client service.

Key Responsibilities
  • Prepare client and prospect proposals and presentations, documents, account set-up forms, and electronic files for new accounts
  • Assist with day-to-day account administration, including organizing and maintaining client files
  • Support business development efforts, such as special events, mailings, and follow-up calls
  • Serve as a liaison between Wealth Advisors, AMTS Operations, and the AMTS Portfolio Management team
Requirements
  • Bachelor's degree or equivalent education and experience
  • 1+ year in related work
About Us

Heartland Bank and Trust Company is a subsidiary of HBT Financial, Inc., a publicly traded financial holding company headquartered in Bloomington, Illinois. With a long history of providing personalized service and supporting the banking needs of businesses and families, we continue to grow and expand our footprint in Central and Northeastern Illinois and Eastern Iowa.

We are committed to creating a workplace where inclusion is valued and prioritized. We are an equal opportunity employer and welcome applications from diverse candidates.

Our available benefits include a competitive salary, vacation, and other paid time off. If you are a motivated and detail-oriented individual who is passionate about providing exceptional client service, we encourage you to apply for this exciting opportunity.