Unknown Company

Senior Wealth Advisor — Elite Client Wealth Management

normal, il • Posted 3 days ago
Onsite Full Time Finance

Heartland Bank and Trust Company in Illinois seeks a Senior Wealth Advisor to deliver comprehensive wealth management solutions, grow fee revenue, and manage substantial client relationships.

You will administer trust accounts in a fiduciary capacity, develop investment strategies, and communicate performance to clients. CFP/CTFA designations and 5+ years of advisory experience are preferred; potential to serve as a Financial Consultant with LPL Financial.

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Senior Wealth Advisor — Elite Client Wealth Management in normal at Unknown Company

This position is listed as full time and onsite.

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