Top 4617 Wealth management advisor Jobs

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
Financial Advisor
First Command Financial Services, Inc. —Abilene, TX
- $65,000 - $150,000 a year
- Choose your own hours
- Background check
- Military
- Bachelor's degree
- Paid training
- Professional development assistance
Quick Apply
Qualified Retirement Plan Advisor
Roehl & Yi Investment Advisors, LLC —Eugene, OR
- $55,000 - $120,000 a year
- Email
- Mid-level
- Presentation skills
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Financial Advisor - Richmond or Williamsburg VA
Covenant Wealth Advisors —Henrico, VA
- $110,000 - $167,500 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Mid-level
- Paid parental leave
- Relocation assistance
Quick Apply
12d
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Advisor - Savannah, GA
Georgia Financial Advisors —Savannah, GA
- From $100,000 a year
- Weekends as needed
- Office
- In-person
- Business
- Health insurance
- Opportunities for advancement
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Financial Advisor - Providence, RI
Florida Financial Advisors —Cranston, RI
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Hybrid work
- Microsoft Word
- 5 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Advisor I
Heartland Bank and Trust Company —Normal, IL
- $68,970 - $108,199 a year
- Full-time
- Mid-level
Financial Advisor - Abide Wealth Advisors
Thrivent —Sioux City, IA
- $90,198 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
PORTFOLIO MANAGEMENT & WEALTH PLANNING ASSOCIATE
Hilltop Wealth Solutions —Mishawaka, IN
- $52,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
8d
Financial Advisor
Brian D. Lowder Inc —San Diego, CA
- $150,000 - $200,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Private Wealth Advisor
Northwestern Mutual —Angola, IN
- Full-time
- 5 years
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply
14d
Financial Advisor
Raion Financial Strategies —Anchorage, AK
- $70,000 - $100,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
Support Advisor - Inspired Wealth Advisors
Thrivent —Lexington, KY
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
Manager of Financial Advisors
Secure Financial Group —Troy, MI
- $82,480.07 - $150,000.00 a year
- Full-time
- Background check
- 5 years
- Mentoring
Quick Apply
Team Based Financial Advisor - Northwest Pinnacle Group - Fayetteville, AR / Hybrid
Thrivent —Fayetteville, AR
- $60,000 - $100,000 a year
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Wealth Advisor
Alerus Financial —Scottsdale, AZ
- $60,000 a year
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Financial Advisor - Fort Worth, TX
Florida Financial Advisors —Fort Worth, TX
- From $100,000 a year
- Full-time
- Office
- In-person
- Business
- Health insurance
- 401(k)
Quick Apply

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Senior Wealth Advisor

Heartland Bank and Trust Company -
Normal, IL

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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.

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