Financial Advisor - Private Wealth Management

First Business Bank • Brookfield, WI

4d • Onsite

About The Position

First Business Bank is seeking a Financial Advisor to join its Private Wealth team in Madison, WI or Brookfield. The role is onsite and is designed for a motivated financial professional with 1–3 years of experience who wants to advance an advisory career. The advisor will manage and develop an established portfolio of Emerging Wealth clients, with access to additional client opportunities, rather than building a book entirely from scratch.

The Private Wealth team combines financial planning, investment management, trust and estate administration, and private banking. Financial Advisors collaborate with specialists across these areas to understand clients’ financial circumstances and provide coordinated guidance. The role focuses on building long-term relationships and helping clients make thoughtful decisions about investments, retirement, wealth accumulation, estate and legacy goals, liquidity needs, and other financial priorities.

Requirements

• 1–3 years of experience in financial services, wealth management, banking, brokerage, or investment advisory.
• Active FINRA Series 6 and Series 66 licenses.
• Strong relationship-building and client service skills.
• Comfort making outbound calls and conducting client outreach.
• Interest in financial planning, investments, and wealth management.
• Ability to identify opportunities and grow existing client relationships.
• Excellent communication and organizational skills.

Responsibilities

• Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and help clients develop strategies for investing, retirement, education funding, wealth accumulation, and other financial goals.
• Proactively engage clients and prospects within an established book of business to identify needs, deepen relationships, and grow assets under management.
• Recommend appropriate investment, advisory, retirement, and insurance solutions based on each client’s objectives and financial situation.
• Partner with Private Wealth colleagues in investment management, financial planning, trust and estate administration, and private banking to deliver coordinated client solutions.
• Build additional relationships through client referrals, internal partnerships, networking, and community involvement.
• Develop the skills, knowledge, and relationships needed to grow into an accomplished wealth management professional.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed