Wealth Advisor

Join Trust Bank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together.

JOB TITLE: WEALTH ADVISOR

DEPARTMENT: WEALTH MANAGEMENT

REPORTS TO: CHIEF WEALTH STRATEGIST

FLSA STATUS: EXEMPT

TYPE OF POSITION: FULL-TIME

JOB SUMMARY

Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance Trust Bank brand and reputation. Leads the effort in the acquisition of new clients. Retains, expands and deepens existing relationships.

DUTIES AND RESPONSIBILITIES

• Work directly with clients to develop an advisory relationship and gather information related to client's financial circumstances and goals.

• Analyze overall personal financial condition including complex retirement plans, estate plans, investments, taxes, insurance, cash flow, cash management and budgets.

• Determine client financial objectives, risk tolerance and capital requirements.

• Counsel and advise clients on general financial forecasts and trends.

• Develop a sophisticated goals-based wealth plan to bring client's financial situation in line with their objectives and consult with client and other advisors (specialists) on a course of action.

• Facilitate implementation of sophisticated wealth plans based on the direction given by the client

• Interact with client's other advisors and other Trust Bank service partners in the delivery of coordinated financial and wealth planning services.

• Review account relationships and communicate with wealth management team members to identify opportunities for cross selling

• Actively leads the sales process in assigned markets, and the identification of opportunities to expand client relationships.

• Contribute to the development and monitoring of best practices in the delivery of financial planning services.

• Prepare and deliver presentations relating to the ongoing maintenance of client relationships.

• Develop marketing materials and plans and deliver marketing presentations.

• Contribute to Trust Bank wealth planning thought leadership, including marketing resources.

• Actively engage in the cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.

• Operates independently; has in-depth knowledge of business unit / function

• Carries out activities that are large in scope, cross-functional and technically difficult

• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities

• Conducts preliminary analysis

• Responsible for direct interaction with different committees and management

• Strategic in developing, implementing and administering programs within functional areas

WORKING CONDITIONS

The position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be in the Wheaton/Chicago area. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear.

Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public.

TRUSTBANK CORE VALUES

Embrace and promote the Trust Bank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The estimated annual salary for this…