Lead Wealth Management Consultant

2 weeks ago


Springfield, Illinois, United States FNBC Bank and Trust Full time

About Us

FNBC Bank & Trust is a community-focused financial institution with a century-long legacy of delivering exceptional banking and wealth management services. We pride ourselves on our independence, which allows us to craft tailored financial solutions that meet the unique needs of our clients. Our extensive offerings include personal and commercial banking, lending, trust services, and comprehensive wealth management.

Our headquarters, along with our dedicated Wealth Management facility, is conveniently located, providing easy access for clients throughout the region. We also maintain additional branch locations to better serve our community.

Your Role

As a Lead Wealth Management Consultant, you will leverage your expertise in business development and client relationship management to drive the growth of our Wealth Management division. You will collaborate closely with the Investment team and the broader Wealth Management group to ensure that our clients' financial goals are achieved.

Key Responsibilities

  • Identify and pursue new business opportunities within our existing client base and external networks.
  • Engage actively in community organizations to foster referral networks and generate new business prospects.
  • Build and maintain strong relationships with high-net-worth clients by understanding their individual objectives, risk tolerance, and investment preferences.
  • Provide comprehensive financial advisory services, including wealth management, estate planning, investment management, and tax planning for a diverse portfolio of clients.
  • Stay informed on market trends, economic developments, and investment strategies.
  • Lead the Investment Policy & Strategy Committee and Trust Investment Review Committee.
  • Oversee the division's asset allocation models and approved securities lists.
  • Evaluate the performance and suitability of mutual funds, exchange-traded funds, bond holdings, and external managers in alignment with clients' investment philosophies.
  • Design and manage investment portfolios tailored to clients' goals and risk profiles.
  • Undertake additional projects and research as assigned.

Qualifications

  • A Bachelor's degree or equivalent experience.
  • Certification as a Financial Planner (CFP) is required.
  • Solid understanding of fiduciary responsibilities and regulatory requirements.
  • A minimum of 7 years of relevant experience in the financial services sector.

Preferred Qualifications

  • Experience in a management role.

What We Offer

  • Competitive salary and compensation package.
  • Comprehensive health and welfare benefits.
  • Retirement plan options, including both Roth and traditional 401k with company matching.
  • Generous paid time off policy.
  • A supportive work environment that values all team members.
  • The opportunity to make a meaningful impact within the bank, the community, and for our clients.

Our mission is to prioritize our clients, assist them in achieving their financial aspirations, and invest in our local communities.

FNBC Bank & Trust is an equal opportunity employer.



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