Senior Trust and Wealth Advisor

Overview

TrustBank invites you to join its dynamic wealth management team as a Senior Trust & Wealth Advisor. This role, based in Wheaton, Illinois (60187), offers the opportunity to make a meaningful impact within a collaborative culture and contribute to the goal of Growing Prosperity Together. The position supports high-net-worth individuals and families by delivering comprehensive, goals-based wealth advisory services.

Job Details

• Department: Wealth Management
• Reports to: Chief Wealth Strategist
• FLSA Status: Exempt
• Type: Full-time
• Location: Wheaton, IL 60187
• Primary market: DuPage County/Chicago Market

Responsibilities

• Establish and nurture advisory relationships with clients, gathering information about their financial circumstances and goals.
• Evaluate the client’s overall financial condition, including complex retirement and estate plans, investments, taxes, insurance, cash flow, cash management, and budgeting.
• Determine clients’ financial objectives, risk tolerance, and capital requirements.
• Advise clients on general financial forecasts and trends.
• Develop sophisticated, goals-based wealth plans and collaborate with the client and other specialists to determine an actionable course of action.
• Facilitate the implementation of comprehensive wealth plans according to client direction.
• Coordinate with the client’s other advisors and TrustBank service partners to deliver integrated financial and wealth planning services.
• Review account relationships and coordinate with the wealth management team to identify cross-selling opportunities.
• Lead the sales process in assigned markets and identify opportunities to expand client relationships.
• Contribute to the development and oversight of best practices in delivering financial planning services.
• Prepare and present materials related to ongoing client relationship maintenance.
• Develop marketing materials and plans, and deliver marketing presentations to clients and prospects.
• Contribute to TrustBank’s wealth planning thought leadership, including marketing resources.
• Engage in building professional advisor relationships, including participation in conferences and advisor networks.
• Operate independently with in-depth knowledge of the business unit and its functions.
• Handle activities that are broad in scope, cross-functional, and technically challenging.
• Balance high-level operational execution with the development and implementation of strategic direction for the function.
• Conduct preliminary analyses and interact directly with committees and management as needed.
• Strategically develop, implement, and administer programs within the functional areas.
• Perform other duties as assigned by the manager.

Working Conditions

• Schedule: Monday through Friday, 8:00 AM – 5:00 PM; typically 40 hours per week with the possibility of additional hours as needed.
• Primary location: DuPage County/Chicago Market; duties primarily based in the Wheaton area.
• Work environment: predominantly sedentary office work with long periods at a computer; moderate noise and well-lit facilities.
• Physical requirements: ability to stand, walk, use hands and fingers to handle objects, reach with arms, talk, and hear; ability to lift up to 25 pounds; vision requirements include close, distance, peripheral vision, depth perception, and the ability to focus.
• Other considerations: some tasks may be repetitive at the computer, and the role involves direct interaction with the public.