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Senior Trust and Wealth Advisor

TrustBank

Wheaton, Illinois, United States

Wheaton, Illinois, United States

Über

Description: Join TrustBank where you can be a part of a dynamic wealth management team. We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together. JOB TITLE: SENIOR TRUST has in-depth knowledge of business unit / function • Carries out activities that are large in scope, cross-functional and technically difficult • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities • Conducts preliminary analysis • Responsible for direct interaction with different committees and management • Strategic in developing, implementing and administering programs within functional areas • Other duties assigned by manager WORKING CONDITIONS The position is Monday through Friday, typically from 8AM – 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be in the DuPage County/Chicago Market. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public. TRUSTBANK CORE VALUES Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties. COMPENSATION AND BENEFITS The estimated annual salary for this position is $121,900–$262,000, including incentives. This range reflects the full compensation span for roles across our markets. Actual compensation offered will vary based on factors such as the specific responsibilities of the role, a candidate’s relevant skills, experience, education, and geographic location. We take a holistic approach during the hiring process to understand each candidate’s background and align compensation appropriately, ensuring internal equity while allowing flexibility to recognize unique qualifications or expertise. In addition to base salary, this role is eligible to participate in an incentive compensation plan that rewards individual performance. We also offer a 401(k) plan featuring a discretionary employer match in bank stock, along with a comprehensive benefits package. More information about our generous employee benefits can be found on our Career Page at https://trustbank.net/company/career-opportunities. DISCLOSURES TrustBank recognizes that people are our bank’s strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans Updated: January 26, 2026 Requirements: EDUCATION and/or EXPERIENCE Knowledge of sophisticated income tax planning, retirement planning, estate planning, investment and asset allocation planning, risk management planning and cash flow planning usually acquired through extensive related work experience. Effective communicator and collaborative professional. Requires a university/college degree in finance, economics, or related areas. QUALIFICATIONS and KEY ATTRIBUTES To perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their needs. You must have exceptional communication skills, strong attention to detail, proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations. REQUIRED SKILLS and ABILITIES Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how technology supports the role and TrustBank’s high standards of servicing. TECHNICAL SKILLS Ability to utilize Salesforce, eMoney, MS Office Suite, Excel for data analysis, planning software, and report preparation. Compensation details: 121900-262000 Yearly Salary PIaf22bb3ff3e5-26276-39549122

Wheaton, Illinois, United States

Sprachkenntnisse

English

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