Wisconsin Bank & Trust

Milwaukee, WI

Wealth Advisor II

Posted 17 days ago

Job Description

Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

Wealth Advisor II serves as the primary relationship manager for high net worth individuals, businesses, and non-profit organizations for the financial planning, investment management and trust services provided by Wealth Advisory Services.


1. Wealth Advisory Services Sales:
a. Becomes the trusted advisor for prospective clients, including establishing rapport, developing a strong partnership, providing financial planning services, accurately describing Wealth Advisory services, and securing new relationships.
b.Identifies and secures additional revenue potential with existing clients, business relationships and other sources.
c.Seeks to retain assets from accounts being terminated or in distribution, including establishing relationships with beneficiaries and next generation of current clients.
d.Meets or exceeds annual fee sales goal.
e.Participates in community activities and pursues volunteer opportunities to create and maintain visibility within the community and to make acquaintance with centers of influence - both internal and external.
2. Customer Service:
a.Serves as trusted advisor for assigned clients, providing exceptional level of personal service, meeting or exceeding prescribed client contact requirements.
b.Has knowledge of investment management and is able to articulate the strategies and actions of the investment team.
c.Provides counsel to clients regarding the financial planning concepts of risk management, investments, tax planning, retirement planning and estate planning.
d.Entertains clients and centers of influence (both internal and external), including lunches, dinners, community events, social events, etc.
3. Trust Compliance:
a.Administers accounts of assigned relationships in compliance with provisions of governing documents, legal requirements, applicable regulations and established policies and procedures of department.
b.Utilizes all software systems to meet sales and service requirements and to provide data to management as required.
c.Achieves agreed-upon necessary continuing education to maintain certifications, designations or degrees, or complete required education to obtain same.
d.Maintains adequate knowledge of all bank services to make appropriate referrals and meet established annual referral goals.
4. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
5. Performs other duties as assigned.


1. Bachelors Degree in a business related field or equivalent work experience.
2. 5-7 years of experience as a financial professional, wealth advisor or trust officer; sales experience preferred.
3. Previous law experience a plus.
4. Experienced with Financial Planning, CRM, Trust Accounting and/or Sales Reporting software.
5. Knowledge of Microsoft Office Applications.
6. Knowledgeable in financial planning, investments and trust services.

Scheduled Weekly Hours:


Time Type:

Full time

When you join the Wisconsin Bank & Trust team, youll be part of an organization that has been serving Wisconsin communities since 1911. Weve got BIG ideas and are looking for the right people to join us to make these ideas into a reality.

We provide a safe, positive and professional work environment with a leadership team that is dedicated to foster your career as far as you want to take it with yearly performance goals, strategic individual development plans and professional development opportunities. In addition to growing your career, we offer our employee's a competitive benefits package that includes a full health plan, a robust retirement savings plan, tuition reimbursement, a student debt assistance program and much more!

At Wisconsin Bank & Trust we are actively engaged with the communities that we serve. Over the past year, our employees volunteered over 700 hours to 38 different local organizations and we contributed more than $221,000 in sponsorships and donations. As part of giving back to the community, each employee is provided a paid day to volunteer at an organization of their choice.

Our employees are what drives our banks success and longevity. We strive to recruit and retain the best team possible and to live out our mission statement every day of enriching lives one customer, employee and community at a time.

EOE/AA Employer M/F/Disabled/VetMember FDIC Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will

Posted 30+ Days Ago

Full time