Wealth Management Support Specialist II

Text "2519" to (309) 322-9911 to apply.

Wage Range: Min: $23.78, Mid: $29.09, Max: $34.40

A Brief Overview

The Wealth Management Support Specialist II demonstrates proficiency in handling intermediate day-to-day client issues and providing support to assigned Wealth Advisors with moderate supervision and may be involved in division-wide marketing and client relationship management activities. In addition, this role will serve as the primary relationship manager for a group of assigned accounts. May also serve as a Support Specialist through our Broker/Dealer, LPL Financial, LLC.

What you will do

• Assist or perform day-to-day account administration including client communication, appointment scheduling, and file maintenance.
• Serve as liaison between Wealth Advisors, AMTS Operations, and the AMTS Investments team.
• Prepare client and prospect proposals and presentations, documents, account set-up forms, and electronic files for new accounts.
• Assist with financial plan implementation.
• Assist with business development efforts (e.g. special events, mailings, and follow up calls).
• Serve as the primary relationship manager for a group of assigned accounts with minimal complexity.
• Complete Regulatory and Administrative account review. If also serving as a Support Specialist:
  • Process client transactions
  • Communicate with clients, as necessary
  • Assist Financial Consultants with set up and onboarding

Other Qualifications/Requirements

• Trust Accounting Software a plus.
• Bachelor’s Degree and minimum 5 years related preferred or equivalent combination of education and experience.

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70 locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.