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Heartland Bank and Trust Company

Senior Wealth Advisor — High-Impact Client Solutions

normal, IL

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About this opportunity

Heartland Bank and Trust Company lists this Senior Wealth Advisor — High-Impact Client Solutions opportunity in normal, Illinois. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Heartland Bank and Trust Company seeks a Senior Wealth Advisor to deliver comprehensive wealth management solutions and grow the client base. You will manage relationships, administer trust accounts, and leverage advisory experience to serve sophisticated clients.

The role may involve retirement plan solutions and dual employment with the broker/dealer. You will build business through targeted client attraction, maintain key registrations and ensure compliance with fiduciary responsibilities

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Worksite address

normal, IL, 61761, US

Who can apply

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