Busey Bank
The Private Wealth Advisor III serves as a personal relationship manager for Busey Wealth Management clients, building and maintaining relationships to understand their unique financial goals. The role involves managing a designated book of high-net-worth and institutional clients, coordinating with investment, tax, and estate planning specialists to create comprehensive financial strategies. The advisor actively pursues new business opportunities and ensures daily monitoring and servicing of client accounts to achieve desired objectives.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Busey Bank.