Associate Wealth Advisor

Job overview

The Associate Wealth Advisor role is onsite in Galesburg, IL, and compensation is not specified. The position supports the CBI Bank & Trust Investment Team and its existing client base.

What you'll do

• Handle incoming and outgoing client inquiries, provide client service, schedule appointments, communicate proactively, complete paperwork, track transfers and transactions, and place trades as directed. Assist with less complex investment referrals, routine client reviews, client events, client retention, and tracking sales
• follow company and industry supervisory guidelines.

What we're looking for

Skills & competencies

associate wealth advisor

galesburg il

cbi bank & trust

investment team

client service

client reviews

trade placement

investment referrals

client retention

part-time

401(k)

paid time off

medical dental vision

training and development

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, 401(k), Employee Assistance Program, ongoing training and development, and medical, dental, and vision benefits for eligible part-time and full-time associates.

Why this role

A bachelor’s degree or equivalent combination of education and experience is preferred. Series 7 and 65 securities licenses (or equivalent) and life/health insurance licenses are preferred.

About the employer

CBI Bank & Trust is hiring for this role. Industry: Commercial Banking. Sector: 52.