Goals-Based Planning Finance Jobs

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Senior Trust and Wealth Advisor

TrustBank Wheaton, IL

1mo ago

$122k - $262k/yr Full time Marketing Senior Advisor

Marketing Senior Advisor

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Job Description

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.

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