Wealth Advisory Support Associate

Overview:

The Wealth Advisory Support Associate enhances the client experience by servicing client needs and providing operational and administrative support to the Wealth Management Team. This role reports to a Wealth Management Advisory Support Team Lead or Manager.

CrossFirst Bank will now operate as a separate subsidiary but will merge with Busey Bank, at the end of June. At that time, it will take on the Busey Bank brand.

As party of our merger process, we are combining our postings. To review or apply for a position, you will be directed to CrossFirst Bank.

Responsibilities:

• Support wealth management clients and enhance their relationship with Busey.
• Assist advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
• This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
• Support the successful execution of our Proactive Client Engagement Model by supporting the client onboarding/offboarding, preparing materials for client meetings with attention to detail and accuracy, coordinate any additional items needed for these events.
• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
• Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
• Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Qualifications:

• Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.
• Strong organizational skills

• Multi-task and work independently
• Perform duties under frequent time pressures

• Bachelor’s degree in Business or Finance or two or more years related experience in the financial services industry with high net-worth clients preferred.
• Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA,CTFA, or CPA are recommended to be started by the end of first year of service.
• Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office and Outlook.

Busey will operate CrossFirst Bank as a separate banking subsidiary of Busey until it is merged with Busey Bank, which is expected to occur in June 2025.

Application deadline: April 12, 2025

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range: $20.26 - $24.31/Hour

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.