Private Wealth Advisor II
Kansas Cityonsite$127K – $168K
Posted 4 days ago · via Workday
About this role
Position Summary The Private Wealth Advisor’s II (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of clients’ unique goals and objectives. The reporting structure may vary for the PWA role based on Regional needs; a PWA can report to a Market or Regional President and in some instances, a Managing Director or Director. Duties & Responsibilities The Private Wealth Advisor will manage and develop a designated book of Wealth Management Clients, ranging from high-net-worth individuals and families to institutional clients such as foundations and endowments.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Kansas City. We weight your proximity and willingness to relocate.
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Free · no card · written explanation included
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