AMTS Fiduciary Advisor II

Text "1519" to (309) 322-9911 to apply.
Wage Range: $86,720 - $154,168 Your Job If you're interested in administering trust accounts where the Bank acts in a fiduciary capacity, our AMTS Fiduciary Advisor II role may be for you! We invite you to consider joining our AMTS Wealth Advisors team.
Responsibilities: Manage client relationships.
Develop internal and external referral sources.
Review and interpret trust and estate planning documents.
Develop business through cultivation of centers of influence and existing relationships.
Establish appropriate investment strategies to meet client objectives.
Deliver investment performance information to clients.
Complete regulatory account reviews.
Serve as an estate settlement administrator.
Who You Are Knowledge of trust accounting Software would be a plus Bachelors degree in Finance or Business preferred or equivalent combination of education and experience Master's degree in Law School preferred or equivalent combination of education and experience 2 years of being an administrator of trusts, estates, and working for a trust company preferred or equivalent combination of education and experience 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, hearing, feeling/touching, vision - close, peripheral, depth, ability to adjust focus Frequently: talking Occasionally: walking, standing, climbing and/or balancing, reaching with arms and hands, stooping, kneeling, crouching, and/or crawling, and lifting objects up to 30 pounds Our available Benefits We offer a competitive benefit package, including vacation and other paid time off.