Client Advisor

First Business Bank; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

First Business Bank is seeking a Client Advisor for our Private Wealth team in Madison, WI. The role offers an established book of business and a chance to grow advisory client relationships within an established client base.

The ideal candidate has 1–3 years of experience in financial services or wealth management and holds FINRA Series 6 and 66 licenses, with strong communication and organizational skills to deliver comprehensive wealth management guidance.

Qualifications

• 1-3 years of experience in financial services or wealth management.
• Active FINRA Series 6 and Series 66 licenses.
• Strong relationship-building and client service skills.

Responsibilities

• Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and help clients reach goals related to investing, retirement, education planning, and wealth accumulation.
• Proactively contact clients and prospects within an established book of business to uncover opportunities and grow assets under management.
• Recommend investment, advisory, retirement, and insurance solutions aligned with client objectives.
• Partner closely with bankers and Private Wealth team members to provide comprehensive financial solutions.
• Generate additional business through referrals, networking, and community involvement.
• Maintain compliance with regulatory requirements and firm policies.

Skills

Relationship building

Client service

Communication skills

Organizational skills

Job description

Join the winning team at First Business Bank as the Client Advisor!

Launch Your Wealth Management Career with an Established Client Base

First Business Bank is aTop Workplaces USA company, learn morehere.

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: This role is an onsite position at our Madison, WI location.

First Business Bank is seeking a Client Advisor to join our Private Wealth team. This is an excellent opportunity for a motivated financial professional with 1-3 years of experience who is looking to grow their advisory career while working with an existing portfolio of clients.

Unlike many advisor roles that require you to build a business from the ground up, you'll be provided with a book of business and client opportunities to help accelerate relationship development and asset growth. You'll focus on deepening client relationships, delivering financial guidance, and expanding existing investment relationships through proactive outreach and financial planning conversations.

POSITION OVERVIEW:

• Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and help clients achieve goals related to investing, retirement, education planning, and wealth accumulation.
• Proactively contact clients and prospects within an established book of business to uncover opportunities and grow assets under management.
• Recommend investment, advisory, retirement, and insurance solutions aligned with client objectives.
• Partner closely with bankers and Private Wealth team members to provide comprehensive financial solutions.
• Generate additional business through referrals, networking, and community involvement.
• Maintain compliance with regulatory requirements and firm policies.

POSITION REQUIREMENTS:

• 1-3 years of experience in financial services, wealth management, banking, brokerage, or investment advisory.
• Active FINRA Series 6 and Series 66 licenses required.
• Strong relationship-building and client service skills.
• Comfortable 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.