Associate Wealth Advisor
CBI Bank & Trust is hiring for Associate Wealth Advisor in Galesburg, IL. Junior level. First seen October 15, 2026; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- CBI Bank & Trust
- Where
- Galesburg, IL
- Level
- Junior
- First seen
- October 15, 2026
- Listed via
- Paylocity
What the posting says
Essential Duties - Fielding all incoming/outgoing client inquiries - Provides high quality customer service to client base - Schedules appointments/manages own calendar - Proactively communicates with clients - Completes client paperwork and assists with processing - Tracks clients transfers/transactions to completion - Place trades as directed - Assist with less complex investment referrals and client reviews - Assist with the success of client events - Assist with the retention of client base - Mines for additional assets from existing client base - Adheres to all company and industry…
Read more and apply on CBI Bank & Trust's site
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