Position Summary
The Wealth Strategist will serve as technical expert for high-net-worth and ultra-high-net-worth clients, collaborating with internal teams as well as external advisors to tailor sophisticated, strategic solutions that align with family and business goals. The Strategist demonstrates a high degree of initiative, urgency, accountability and discretion in your daily work.Duties & Responsibilities• Estate Planning Expertise: Analyze and summarize estate plans to identify optimization opportunities and minimize tax exposure, using complex trust structures & wealth transfer strategies. Bring understanding of succession and exit planning, philanthropic planning, retirement planning, risk mitigation and asset protection strategies.
• Strategic Collaboration: Partner with advisors, tax professionals, and legal teams to create innovative solutions for clients.
• Client Engagement & Advisory: Participate in conversations with clients and stakeholders discovering opportunities to refine estate structures, business succession plans, and facilitate the building of legacy.
• Education & Thought Leadership: Develop resources, train colleagues, and educate clients on emerging estate planning techniques in conjunction with the Director or Family Office, the Resource Team and additional teammates.
• Legal & Fiduciary Expertise: Approach planning and advising through a fiduciary lens; show familiarity with fiduciary litigation, non-judicial settlement agreements, and complex legal matters affecting wealth planning.
• Retirement & Distribution Strategy Expertise: Advise on IRAs, qualified plans and optimal Social Security claiming strategies.
Knowledge of:
• Superior written and verbal communication skills—ability to present complex concepts in clear, compelling ways to clients and internal teams.
• Advanced knowledge of federal & state estate and tax laws, with a focus on cutting-edge planning strategies.
• Technical expertise in taxation, insurance structures, IRAs, business planning, and charitable entities.
Ability to:
• Make independent decisions.
• Demonstrate an innovative mindset to solve highly technical estate planning challenges creatively.
• Manage multiple complex projects and priorities, ensuring seamless execution of strategic plans.
Education and Training:
• Bachelor’s degree in Business or Finance with JD required (will consider CPA or CFP® with sophisticated estate planning experience).
• LLM in Taxation preferred.
• 5+ years of estate planning experience in private practice or corporate advisory; International estate planning experience is a plus.
• Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $130,000 - $160,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
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. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
Top Skills
What We Do
As of September 30, 2023, First Busey Corporation (Nasdaq: BUSE) was a $12.26 billion financial holding company headquartered in Champaign, Illinois.
Busey Bank, a wholly-owned bank subsidiary of First Busey Corporation, had total assets of $12.23 billion as of September 30, 2023, and is headquartered in Champaign, Illinois. Busey Bank currently has 46 banking centers serving Illinois, eight banking centers serving Missouri, three banking centers serving southwest Florida, and one banking center in Indianapolis, Indiana.
Through Busey’s Wealth Management division, the Company provides asset management, investment, and fiduciary services to individuals, businesses, and foundations. Assets under care totaled $11.55 billion as of September 30, 2023.
Busey Bank’s wholly-owned subsidiary, FirsTech, specializes in the evolving financial technology needs of small and medium-sized businesses, highly regulated enterprise industries, and financial institutions. FirsTech provides comprehensive and innovative payment technology solutions including online, mobile, and voice-recognition bill payments; money and data movement; merchant services; direct debit services; lockbox remittance processing for payments made by mail; and walk-in payments at retail agents. More information about FirsTech can be found at firstechpayments.com.
Busey Bank is honored to be named among America’s Best Banks by Forbes magazine for the second consecutive year. Ranked 26th overall in 2023, compared to 52nd in last year's rankings. Busey was named among DiversityInc’s Top Regional Companies. The DiversityInc Top 50 survey is the external validator for large U.S. employers that model fairness in their talent strategy, workplace and supplier diversity practices, and philanthropic engagement. We are honored to be consistently recognized nationally and locally for our engaged culture of integrity and commitment to community development.
For more information about us, visit busey.com.
