Financial Executive

Urbana, Illinois
May 01, 2024
Jun 23, 2024
Full Time

The Financial Executive is responsible for assisting Financial Advisors by administering all aspects of clients’ accounts. This includes a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities.



  • Assist Busey Wealth Management in meeting the goals and objectives of the organization utilizing the Wealth Advisory program.

  • Assist the Financial Advisors and clients with a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities.

  • Prepare letters, forms, and reviews to assist with servicing existing clients and prospecting for new clients.

  • Respond to client correspondence and interact daily, by phone or in person, with prospective and existing clients.

  • Handle financial operational issues that might occur with statements and transactions.

  • Process incoming correspondence, checks, mail, and email.

  • Review daily reports from Raymond James Financial Services and take necessary actions.

  • Forward all account information to home office for approval and scanning.

  • Prepare advisor with necessary paperwork prior to client appointments.

  • Maintain Client Relationship Management (CRM).

  • Assist with regional activities when requested.

  • Follow industry, Raymond James Financial Services, First Busey Corporation, and Busey Trust Company policy, regulations, and procedures.

Knowledge of:

  • Strong oral and written communication skills

  • Strong sales and client service skills

  • Wealth Management Services including Investments, banking, and trust concepts including asset allocation and basic trust and estate procedures.

  • Financial Planning and Fiduciary issues.

Ability to:

  • Make independent decisions

  • Analyze and interpret numerical data

  • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required.

  • Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations.

  • Perform duties and make decisions under frequent time pressures


  • Requires Bachelor’s degree or related experience in the investment field.

  • Required to obtain Series 7 & 66 license within first 6 months of employment.

  • Required to obtain License for Life and Health within 12 months of employment.

  • Computer skills adequate for working with investment software.

  • Must be in good standing with Regulatory and Firm Element continuing education, as well as with First Busey Corporation continuing education.

  • Ongoing development and broadening of appropriate knowledge and skills.

  • Requires knowledge of Microsoft Office.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence.Busey is an Equal Opportunity Employer including Disability/Vets. learn more about Busey’s Equal Opportunity Employment.

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