Senior Wealth Advisor
$102,379–$102,379 year
On-siteNormal, Illinois, United States
Job Summary
Develops business and manages client relationships by administering trust accounts and delivering investment performance information to sophisticated clients. Establishes appropriate investment strategies, reviews trust documents, and completes regulatory account reviews while building internal and external referral sources. Manages one of the larger books of business within AMTS, potentially serving as a registered Financial Consultant through LPL Financial, LLC. Requires a bachelor's or master's degree in finance/business, five years of financial advisor experience, and preferred certifications including CFP and CTFA.
Required Qualifications
- Bachelor's Degree Finance
- minimum 5 years Financial Advisor
- equivalent combination of education and experience
Desired Qualifications
- Master's Degree Business
- equivalent combination of education and experience
- Certified Financial Planner-CFP Board
- Certified Trust and Financial Advisor (CTFA)
- Trust Accounting Software
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