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Business & Exit Planning Advisor
WHAT YOU'LL DO The Business & Exit Planning Advisor is an entrepreneurial individual and part of the rapidly growing Financial Planning team responsible for advising current, and future clients how to ensure their wealth is strategically managed now and in the future. In a consultative and collaborative value-added approach, the Business & Exit Planning Advisor will develop proactive, integrated, and customized strategies to help clients achieve their business and personal financial goals through Busey's tailored advisory and financial planning services. This position will report to the SVP and Tax & Financial Planning Specialist Team Lead. Additional Duties: In partnership with Market leaders and the Family Office, imple


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