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McLean County Jobs

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Wealth Management Specialist I

Heartland Bank and Trust

Heartland Bank and Trust

Accounting & Finance
Normal, IL, USA
Posted on Tuesday, August 27, 2024

Text "2003" to (309) 322-9911 to apply.

Wage Range: $18.76 - $27.00

Your Job

If you're interested in handling day-to-day client issues and providing support to assigned Wealth Advisors, our Wealth Management Specialist I role may be for you! We invite you to consider joining our AMTS Support team.


Responsibilities:

  • Prepare client and prospect proposals and presentations, documents, account set-up forms, and electronic files for new accounts
  • Assist with day-to-day account administration
  • Organize and maintain client files
  • Assist with business development efforts (e.g. special events, mailings, and follow up calls)
  • Assist with appointment scheduling and client communication
  • Serve as liaison between Wealth Advisors, AMTS Operations, and the AMTS Portfolio Management team

Who You Are

  • Bachelors’ degree or equivalent of education and experience
  • 1+ year in related work

Who We Are

Heartland Bank is a subsidiary of HBT Financial, Inc., a publicly traded financial holding company headquartered in Bloomington, Illinois. With the roots of the Bank dating back to 1920, Heartland has a long track record of providing personalized service and supporting the banking needs of businesses and families throughout our footprint. With 60+ branches throughout Central and Northeastern 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.

Salary Range Disclaimer

The base salary range represents the low and high end of the Heartland Bank salary range for this position. Actual salaries will vary depending on factors including but not limited to experience, and performance. The range listed is just one component of Heartland Bank’s total compensation package for employees.


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.


Physical Requirements

  • Regularly: Sitting, Reaching - with arms and hands, Talking, Hearing, Feeling/Touching, Vision - close, peripheral, depth, ability to adjust focus
  • Frequently: Standing, Walking
  • Occasionally: Climbing and/or balancing, Stooping, kneeling, crouching, and/or crawling, Lifting objects up to 30 pounds

Our available Benefits

We offer a competitive benefit package, including vacation and other paid time off.