3 cfa jobs at 2 companies in Bloomington, IL

3mo
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Vice President, Trust & Wealth Management
Decatur, Illinois, United States
$90k-$115k/yr OnsiteFull Time
Hickory Point Bank & Trust
Hickory Point Bank & Trust: Provides personal, commercial, and agricultural banking and trust services.
5+ YOEFive+ years in trust administration, estate settlement/planning; leadership and business development; strong regulatory and fiduciary knowledge; CPA/CFP/CFA/CTFA preferred; JD preferred.
Fiduciary software, Regulatory reporting software, Portfolio management tools
3mo
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Vice President, Trust & Wealth Management
Champaign, Illinois, United States
$90k-$115k/yr OnsiteFull Time
Hickory Point Bank & Trust
Hickory Point Bank & Trust: Provides personal, commercial, and trust banking services.
5+ YOE5+ years trust administration experience, fiduciary and investment management expertise, regulatory and risk management knowledge, strong leadership and business development skills; relevant certifications (CPA, CFP, CFA, CTFA) preferred.
1w
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Wealth Management Advisor - Champaign, IL
Champaign, Illinois, United States
HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of affluent clients, deep investment and financial planning knowledge, FINRA Series 7 and 63 required; Series 65 or 66 and life and health insurance license required within 120 days; CFP/CFA preferred.