Vice President - Wealth Advisor

First Business Bank•Brookfield, WI

1d•Onsite

About The Position

Join us today as the Vice President – Wealth Advisor! First Business Bank is a Top Workplaces USA company. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us! We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences. In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs. You'll play a critical role in deepening relationships, growing the business, and helping clients navigate important financial decisions with confidence.

Requirements

Bachelor’s Degree in related business/finance field of study
7+ years of financial services experience
Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and networking.
Results-oriented with a focus on meeting and exceeding sales targets.
Strong organizational skills, good-judgement and decision making, and ability to handle pressure in a fast-paced environment.
Be an active member of the community by attending networking events and developing relationships with centers of influence.

Nice To Haves

CFP, MBA, CFA, CPA, or JD designation preferred

Responsibilities

Serve as the lead relationship manager for a portfolio of high-net-worth clients.
Develop a deep understanding of clients' financial goals, family dynamics, risk tolerance, liquidity needs, and legacy objectives.
Deliver a highly personalized, concierge-style client experience.
Conduct ongoing relationship reviews and proactive planning discussions.
Coordinate solutions and recommendations with internal specialists across trust, estate planning, investment management, lending, treasury management, and commercial banking.
Expand assets under management, deposits, lending relationships, and fee-based revenue.
Develop referral relationships with attorneys, CPAs, business owners, and other centers of influence.
Build strong partnerships across the organization to identify and capitalize on referral opportunities.
Represent the organization in community, networking, and business development activities.
Deliver holistic wealth management guidance, including: Retirement planning, Estate and legacy planning coordination, Tax-aware investment strategies, Insurance and risk management considerations, Cash flow and liquidity planning, Business succession planning.
Simplify complex financial concepts and communicate recommendations clearly and confidently.
Stay current on market trends, regulatory developments, and wealth management best practices.
Partner closely with Investment Portfolio Managers to develop investment solutions aligned with client objectives.
Participate in portfolio reviews and performance discussions.
Help ensure investment recommendations remain suitable, compliant, and aligned with clients' long-term goals.
Partner closely with Private Bankers, Portfolio Managers, Trust Officers, Wealth Planners, Commercial Banking Partners, and Wealth Operations Teams.