Financial Advisor - Private Wealth Management

First Business Bank•Madison, WI

2d•Onsite

About The Position

First Business Bank is seeking a Financial Advisor to join its Private Wealth team. The role manages and develops an established portfolio of Emerging Wealth clients, with access to additional client opportunities. The Advisor helps clients make informed decisions about investments, retirement, wealth accumulation, estate and legacy goals, liquidity needs, and other financial priorities. The role is based onsite in Madison, Wisconsin, or Brookfield, Wisconsin. The Advisor works collaboratively with investment management, financial planning, trust and estate administration, and private banking colleagues to understand clients’ financial circumstances and deliver coordinated solutions. This opportunity is intended for a motivated financial professional with 1–3 years of experience who wants to develop an advisory career and build client relationships and assets within an established book of business. The company offers eligible employees a total rewards package that includes health, dental, and vision plans; paid leave; retirement contributions; an annual incentive program; wellness and education assistance programs; and other perks and benefits.

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.
Engage clients and prospects within an established book of business to identify needs, deepen relationships, and grow assets under management.
Recommend investment, advisory, retirement, and insurance solutions suited to clients’ objectives and financial situations.
Partner with 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 as a wealth management professional.