Job Description
Job Description
Join us today as the Vice President – Wealth Advisor!
First Business Bank is a Top Workplaces USA company, learn more here.
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!
Work Model: Onsite at our Brookfield, WI location
Overview: 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.
Essential responsibilities of the Vice President – Wealth Advisor:
Serve as a Trusted Advisor
- Act 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.
Grow the Business
- 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.
Provide Comprehensive Wealth Planning
- 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.
Support Investment Strategy & Portfolio Management
- 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.
Collaborate Across the Wealth Team
Partner closely with:
- Private Bankers
- Portfolio Managers
- Trust Officers
- Wealth Planners
- Commercial Banking Partners
- Wealth Operations Teams
Position Requirements:
- Bachelor’s Degree in related business/finance field of study
- 7+ years of financial services experience
- CFP, MBA, CFA, CPA, or JD designation preferred
- 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.