Fiduciary Advisor
Peoria, IL - 6699 N. Sheridan Road
Just now
Position Summary
The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients. The Fiduciary Advisor manages fiduciary relationships, ensuring client objectives are met and are consistent with the governing documents and fiduciary administration principles. The Fiduciary Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of each clients’ unique goals and objectives. The reporting structure may vary for the Fiduciary role based on Regional needs; an FA I can report to a Market or Regional President and in some instances, a Managing Director, Director or to a FA II.Knowledge of:
Ability to:
Education and Training:
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.