Financial Executive - Urbana Illinois

Company: Busey
Location: Urbana, Illinois
Posted On: 05/02/2024

WHAT YOU'LL DOThe Financial Executive is responsible for assisting Financial Advisors by administering all aspects of clients' accounts. This includes a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities.WHAT YOU'LL BRINGDuties:

• Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.
• Assist the Financial Advisors and clients with a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities.
• Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients.
• Respond to client correspondence and interact daily, by phone or in person, with prospective and existing clients.
• Handle financial operational issues that might occur with statements and transactions.
• Process incoming correspondence, checks, mail, and email.
• Review daily reports from Raymond James Financial Services and take necessary actions.
• Forward all account information to home office for approval and scanning.
• Prepare advisor with necessary paperwork prior to client appointments.
• Maintain Client Relationship Management (CRM).
• Assist with regional activities when requested.
• Follow industry, Raymond James Financial Services, First Busey Corporation, and Busey Trust Company policy, regulations, and procedures.Knowledge of:
  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Wealth Management Services including Investments, banking, and trust concepts including asset allocation and basic trust and estate procedures.
  • Financial Planning and Fiduciary issues.Ability to:
    • Make independent decisions
    • Analyze and interpret numerical data
    • 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.
    • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.
    • Perform duties and make decisions under frequent time pressuresEDUCATION & TRAINING
      • Requires Bachelor's degree or related experience in the investment field.
      • Required to obtain Series 7 & 66 license within first 6 months of employment.
      • Required to obtain License for Life and Health within 12 months of employment.
      • Computer skills adequate for working with investment software.
      • Must be in good standing with Regulatory and Firm Element continuing education, as well as with First Busey Corporation continuing education.
      • Ongoing development and broadening of appropriate knowledge and skills.
      • Requires knowledge of Microsoft Office.Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit to learn more about Busey's Equal Opportunity Employment. More...

            

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