Director, Private Wealth & Family Office Advisory

First National Advisers LLC; Boulder (CO); Presencial; USD 115.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision Insurance

401k

With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Descripción de la vacante

FNBO is seeking a Private Wealth Advisor to serve ultra‑affluent clients with Investible Assets >$5MM. You will work with a dedicated team to deliver long‑term planning, investment guidance, and wealth preservation solutions, expanding relationships and cross‑selling in a fiduciary framework.

You will lead with personalized education and advice, leveraging internal experts and centers of influence to meet complex family needs across governance, planning and concierge services.

Formación

• Bachelor’s degree required, MBA helpful, plus 10+ years in Wealth Management.
• Specialized depth or breadth in wealth management disciplines.
• Strong business development and relationship management experience.
• Ability to advise with sophisticated investment guidance for complex clients.

Responsabilidades

• Drive new client acquisition through targeted efforts and referrals.
• Collaborate with internal teams to deliver holistic wealth solutions.
• Provide investment guidance and fiduciary support for ultra‑wealthy clients.

Conocimientos

Wealth management

Relationship management

Business development

UHNW clients

Educación

Bachelor's degree

MBA

Descripción del empleo

FNBO is seeking a Private Wealth Advisor to serve ultra‑affluent clients with Investible Assets >$5MM. You will work with a dedicated team to deliver long‑term planning, investment guidance, and wealth preservation solutions, expanding relationships and cross‑selling in a fiduciary framework.

You will lead with personalized education and advice, leveraging internal experts and centers of influence to meet complex family needs across governance, planning and concierge services.