Wealth Advisor

Job Type

Full-time

Description

Join TrustBank 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 TrustBank 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 TrustBank 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 TrustBank 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 TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The estimated annual salary for this position is $94,000 -$163,000 base salary, plus estimated wealth advisor incentive earnings. Pay rate may vary based on the candidate's qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page.

DISCLOSURES

TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer / Disability / Veterans

Updated : March 14, 2025

Requirements

EDUCATION and / or EXPERIENCE

Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional. Requires a university / college degree in finance, economics, or related areas.

QUALIFICATIONS and KEY ATTRIBUTES

To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations.

REQUIRED SKILLS and ABILITIES

Strong analytical, problem solving, and organizational skills are required to identify, research and / or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing.

TECHNICAL SKILLS

Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation.

Salary Description

$94K - $163K / annual - includes base and incentive