AMTS Wealth Advisor II 1258

at Heartland Bank and Trust Company in Princeton, Illinois, United States

Job Description

Your Job

If you're interested in delivering comprehensive wealth management solutions to clients, our AMTS Wealth Advisor II role may be for you! We invite you to consider joining our department name team.


  • 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 interprets trust documents.
  • Completes regulatory account reviews.

Who You Are

  • Bachelor’s degree preferred
  • Master’s degree in Business preferred
  • Minimum 5 years of Financial Advisor experience preferred or equivalent combination of education and experience.
  • Trust accounting software experience a plus
  • CFP™, or CTFA a plus

Who We Are

Heartland Bank is a subsidiary of HBT Financial, Inc., a publicly traded financial holding company headquartered in Bloomington, Illinois. With the roots of the Bank dating back to 1920, Heartland has a long track record of providing personalized service and supporting the banking needs of businesses and families throughout our footprint. With 60+ branches throughout Central and Northeastern Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

Salary Range Disclaimer

The base salary range represents the low and high end of the Heartland Bank salary range for this position. Actual salaries will vary depending on factors including but not limited to experience, and performance. The range listed is just one component of Heartland Bank’s total compensation package for employees.

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Physical Requirements

  • Regularly: sitting, reaching with arms and hands, talking, hearing, feeling/touching, vision - close, peripheral, depth, ability to adjust focus
  • Frequently: standing, walking
  • Occasionally: climbing and/or balancing, stooping, kneeling, crouching, and/or crawling, lifting objects up to 30 pounds


Our available Benefits

We offer a competitive benefit package, including vacation and other paid time off.

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Job Posting: 10933286

Posted On: May 16, 2023

Updated On: Jul 06, 2023

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