Busey Bank
The Private Wealth Advisor serves as a personal relationship manager for Busey Wealth Management clients, focusing on building and maintaining relationships with high-net-worth individuals, families, and institutional clients. The role involves developing comprehensive financial strategies by coordinating with investment, tax, and estate planning specialists to help clients achieve their long-term objectives. The advisor is responsible for actively acquiring new business, managing existing client accounts, and ensuring adherence to firm policies and regulatory requirements.
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.