Managing Director | Private Wealth Advisory, Greater Indianapolis (Johnstown)

First Busey Corporation in Johnstown, PA

  • Type: Full Time
position filled

Managing Director | Private Wealth Advisory, Greater Indianapolis Area

  • Responsible for sales and implementation of wealth management services including investments, banking, trust and estate products to core clients.
  • Lead service team to ensure client satisfaction and service quality according to Busey Promise.
  • Effectively manage client relationships.
  • Motivate Associates to consult with clients regarding legal, tax, investment, financial planning, and general administration of their accounts, specifically guided by the Client Engagement Model.
  • Stimulate the development of appropriate individualized investment programs for clients, including partnering with the in-house investment team to ensure appropriate investments on an ongoing basis.
  • Develop a sustainable new business program through implementation and inspection of calls, visits, and outside contacts within the community/branch market for membership in the Private Client program and other lines of business.
  • Maintain relationships with private wealth management clients who do not have an existing relationship with either Busey Wealth Management or Business Banking and serve as support to relationships that currently do exist within other departments.
  • Plan and implement client recognition and prospecting events at the team level.
  • Participate in community activities and organizations to enhance the Wealth Management's community image.
  • Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations.

Education and Training

  • Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP, CFA, and/or CPA.
  • Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, portfolio reviews, basic estate planning, retirement plans, insurance and identification/implementation of additional wealth planning opportunities.
  • On-going development and broadening of appropriate knowledge and skills.

Qualifications

Knowledge:

  • Strong sales and client service skills
  • Strong oral and written communication skills
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Strong relationship management and team building skills

Ability:

  • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
  • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required

EOE of Minorities/Females/Vets/Disability

StartWire is powered by a team of recruiting industry veterans, job search experts, world-class technologists, and forward thinking investors all unified by a simple mission: to radically improve job search.


You may be interested in these similar jobs!
Permanent Pulmonary-Critical Care Physician in Pennsylvania (Indiana)
B.E.L. & Associates in Indiana, PA

Pulmonary-Critical Care physician job in Pennsylvania : Large Community Hospital in Western Pennsylvaina opening for Pulmonary/Critical Care/Sleep ph…

Read More
Experienced University Catering Manager
The Hunter Group Associates in Indiana, PA

Are you an experienced catering manager in a collegiate environment? We're looking for a Catering Director for a prestigious private university in In…

Read More
Permanent Pulmonary-Critical Care Physician in Pennsylvania (Latrobe)
St. John Associates in Latrobe, PA

Pulmonary-Critical Care physician job in Pennsylvania : Greater Philadelphia Region Single-Specialty Practice Seeking Pulmonary-Intensivist Live and …

Read More
Center director for educational childcare (Indiana)
Lightbridge Academy Montgomeryville, PA in Indiana, PA

Location: BRAND NEW Lightbridge Academy center in Montgomeryville, PA (671 Bethlehem Pike) Salary: Open, compensated with experience. (Bonus) Position

Read More
Data Admin Sr Advisor (Splunk)-NGS-P3934 (Indiana)
Anthem in Indiana, PA

Your Talent. Our Vision. At National Government Services (NGS) , an independent subsidiary of Anthem, Inc. and one of the largest Medicare contract…

Read More
Permanent Psychiatry Physician in Pennsylvania (Indiana)
Jackson Physician Search in Indiana, PA

Psychiatry physician job in Pennsylvania : Seeking Medical Director | Psychiatry No Call/No Weekends | Near Philadelphia Join a growing nonprofit org…

Read More
Closed ICU Pulm/CC Position in Pennsylvania
LifePoint Health in Johnstown, PA

About this PositionConemaugh Memorial Medical Center--a Level 1 Trauma Center located in Johnstown, PA???just 70 miles east of Pittsburgh, is home to…

Read More
Dir Reporting & Data Analysis (Johnstown)
Anthem in Johnstown, PA

Your Talent. Our Vision. At Anthem, Inc., it's a powerful combination, and the foundation upon which we're creating greater access to care for our …

Read More
Senior Front-End Consultant (Latrobe)
Intelliswift Software in Latrobe, PA

Senior Front-End Consultant San Jose, CA Job Description Hello, Greetings! We have the following open position. If interested, please send us your …

Read More
Permanent Urgent Care Physician in Pennsylvania (Latrobe)
B.E.L. & Associates in Latrobe, PA

Urgent Care physician job in Pennsylvania : Hospital Owned Urgent Care facility in greater Pittsburgh area needing Board Certified physician with PAL…

Read More