Top 3 Senior wealth advisor Jobs in Bloomington, Il

Senior Wealth Advisor
Heartland Bank and Trust Company —Normal, IL
- $102,379 - $182,968 a year
- Full-time
- Experience equivalent to degree accepted
- Senior level
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

More jobs to discover

Find similar jobs that you might be interested in.

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and…
$87,400 - $123,400 a year
5d

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
Quick Apply
Senior Client Service Associate
ClearCourse Wealth Advisors —Columbus, OH
Conduct client appointment reminder calls and check-in calls on follow up items. Answering and documenting client contacts/calls. Polite and clear phone manner.
$80,000 - $110,000 a year
Quick Apply
1d

Show more jobs in cities nearby

I want to receive the latest job alert for senior wealth advisor in bloomington, il

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior wealth advisor jobs near bloomington, il

Student Success Advisor jobs in New York, NY

Senior Advisor jobs in Ohio

Senior Program Manager jobs in Chicago, IL

Academic Advisor jobs in Fairfax, VA

Senior Advisor jobs in Short Hills, NJ

Senior Advisor jobs in Manassas, VA

Financial Advisor jobs in New York, NY

Senior Advisor jobs in Georgia

Wealth Management Advisor jobs in Rochester, MN

Wealth Management Advisor jobs in Wilmington, DE

Health Information Management jobs in Tennessee

Risk Management jobs in San Diego, CA

Wealth Management Advisor jobs in Philadelphia, PA

Academic Advisor jobs in Oklahoma City, OK

Wealth Management Advisor jobs in East Palo Alto, CA

Senior Wealth Advisor

Heartland Bank and Trust Company -
Normal, IL

Apply Now

Job Details

Full-time
$102,379 - $182,968 a year

Qualifications

Senior level

Full Job Description

Text "2673" to (309) 322-9911 to apply.

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

A Brief Overview

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.

What you will do

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".

Other Qualifications/Requirements

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

Who We Are

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.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

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.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.

#INDHP123

Apply Now

Refine Your Search

senior wealth advisor jobs in bloomington, il

Senior Wealth Advisor

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for senior wealth advisor in bloomington, il

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected