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AMTS Wealth Advisor III 723

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Job Details
Job Order Number
Company Name
Heartland Bank and Trust Company
Physical Address
200 W College Ave
Normal, IL 61761
Job Description

Position Summary

Delivers comprehensive wealth management solutions to clients resulting in fee revenue for the Bank. Builds the business through attraction and retention of targeted clients. Serves as relationship manager for client agency accounts. Administers trust accounts where the financial institution acts in a fiduciary capacity. Leverages advisory experience to handle largest client load and most sophisticated clients. May serve as relationship manager delivering retirement plan solutions to businesses and not-for-profit organizations, developing retirement plan business and working with plan sponsors on plan design, participant education/enrollment and regulatory requirements. May also serve as a registered Financial Consultant through our Broker/ Dealer, LPL Financial, LLC.

Essential Job Functions include but are not limited to:

  • Develops business

  • Manages client relationships
  • Establishes appropriate investment strategies to meet client objectives

  • Delivers investment performance information to clients
  • Develops internal and external referral sources

  • Reviews and interpret trust documents
  • Completes regulatory account reviews If also serving as a Financial Consultant:

  • Maintains registrations in good standing
  • Meets continuing education requirements
  • Fulfills other activities and duties in order to meet the requirements of a “dual employee”

Core Essential Job Requirements:

  • All employees must be able to interact in a friendly and courteous manner with customers and coworkers in order to foster a positive environment of mutual trust and respect.

  • Maintain confidentiality of all customer and employee information

  • Demonstrate attention to detail and produce accurate, high-quality work
  • Produce an amount of work that meets or exceeds job expectations

  • Fully utilize systems, tools, training and resources provided to maximize potential

  • Demonstrate technical literacy through the efficient and effective use of the applications and technologies required for the role
  • Demonstrate digital skills through the efficient and effective use of digital technologies and the Internet, to access, manage, and share information. Abilities include, but are not limited to, using a browser, search engines, online forms, audio, microphone, and camera functions on a PC or laptop.
  • Accept feedback and redirection politely and professionally
  • Assist other departments as needed

  • Demonstrate regular attendance and punctuality

  • Positively represent and promote Heartland Bank within the community

  • Strong communication skills
  • Make calls on customers and non-customers to develop new business and to enhance relationships with existing customers

  • Participate in various professional associations (exempt-employees) and community activities to support the Banks mission and vision and to further personal development

Digital Skills

Demonstrate the efficient and effective use of digital productivity tools, from basic to advanced, commensurate with specific job requirements, including Microsoft Word, Excel, Outlook, Skype, dual monitors, chat, and screen sharing, and take precautions against viruses. Interest and ability to learn new applications.

Education and Experience Requirements

  • Masters Degree in Business preferred or equivalent of combination of education and experience

  • Bachelors Degree  preferred or equivalent combination of education and experience

  • 10+years related experience preferred

Physical Requirements

  • Regularly:  sitting, talking, hearing, vision – close, peripheral, depth, ability to adjust focus, wearing a phone headset, typing

  • Frequently:  standing, walking, feeling/touching

  • Occasionally:  climbing and/or balancing, reaching with arms and hands, stooping, kneeling, crouching, and/or crawling, lifting objects up to 30 pounds

Heartland Bank and Trust Company is an Equal Opportunity Employer


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