UHNW Wealth Advisor — Private Client Strategy Lead

First National Bank; Säkylä; On-site; EUR 107,000 - 182,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

First National Bank (FNBO) seeks an UHNW Financial Advisor to serve ultra-affluent clients, building, growing and preserving wealth with a team of experts to address investment management, fiduciary guidance, and comprehensive planning.

You will drive new client acquisition, maintain long-term advisor relationships, and deliver holistic solutions across trusts, estate and business succession planning, credit and depository services, while upholding fiduciary standards.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 10+ years of experience in Wealth Management.
• Deep expertise in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven track record in business development and relationship management.
• Ability to provide investment advice to clients with highly complex needs.

Responsibilities

• Drive new client acquisition through networking, partnerships and referrals.
• Develop and execute a plan to grow the client base and expand relationships.
• Maintain a robust pipeline of qualified leads and convert opportunities into long-term relationships.
• Develop and maintain long-term trusted advisor relationships with UHNW clients.
• Provide personalized education, guidance and solutions using an integrated delivery approach.
• Partner with Trust, Planning and Investment teams to deliver holistic solutions.

Skills

Wealth management

Investment management

Trust planning

Estate planning

Business succession planning

Relationship management

Business development

Education

Bachelor's degree

MBA preferred

Job description

First National Bank (FNBO) seeks an UHNW Financial Advisor to serve ultra-affluent clients, building, growing and preserving wealth with a team of experts to address investment management, fiduciary guidance, and comprehensive planning.

You will drive new client acquisition, maintain long-term advisor relationships, and deliver holistic solutions across trusts, estate and business succession planning, credit and depository services, while upholding fiduciary standards.