Private Wealth Advisor

firstnational; Denver (CO); On-site; USD 120,000 - 260,000; Full time

Job summary

FNBO seeks a Private Wealth Advisor to serve ultra‑affluent clients with investible assets exceeding $5 million. You will work within a dedicated team to deliver personalized education, advice, and solutions across investment management, fiduciary guidance, and long‑term planning to preserve and grow wealth.

The role emphasizes a team-based approach, deep client relationships, and compliance with FINRA/SEC regulations.

Qualifications

• Bachelor's degree in a relevant field; MBA may be beneficial.
• Extensive experience in Wealth Management and related disciplines.
• Strong knowledge of investment management, fiduciary duties, and complex planning.

Responsibilities

• Leads with a team-based approach to deliver long-term planning and investment solutions for ultra‑affluent clients.
• Collaborates with Trust, Planning, Investment teams to address holistic client needs.
• Ensures compliance with FINRA/SEC regulations and BSA/AML program requirements.
• Drives business development and expands wealth management relationships through proactive client engagement.

Skills

Wealth management

Investment management

Fiduciary advice

Estate planning

Business succession planning

Client development

Relationship management

Regulatory compliance

Communication skills

Team collaboration

Education

Bachelor's degree

MBA helpful

Job description

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Summary of the Job:

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of >$5MM with sophisticated and complex needs. Through a team led approach, the Private Wealth Advisor will help families and business owners in every life stage, achieve their banking, long term planning, and wealth preservation needs. The Private Wealth Advisor works will work with a dedicated team of experts that will help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team to review, identify and deliver holistic family needs. The objective is to provide Personalized Education, Advice, Guidance and Solutions at the right time to help customers improve their financial well-being.

About This Role

Job Specific Responsibilities/Accountabilities

• Leverages specialty resources in a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall wealth.
• Exceeds the customer's expectations by transforming the customer's needs into relevant product/service offerings. Works collaboratively with Trust, Planning and Investment teams to deliver on customer holistic needs.
• Applies functional and technical knowledge to solve complex problems using sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Interprets internal and external business challenges and recommend solutions their customer's needs today and for the future.
• Provides personalized education, advice, guidance and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.
• Broadens the scope of customer relationships through a focused and deep understanding of each individual customer's needs with a commitment to a fiduciary standard.
• Responsible for growing and retaining Wealth Management relationships utilizing effective relationship skills, sales strategies and engaging internal and external sources. Takes accountability for achieving business results to the Individual Segment goals and profitability objectives under changing circumstances.

Business Development

• Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships.
• Develop and execute a business development plan to grow the UHNW client base and expand share of wallet with existing relationships.
• Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business.
• Leverage internal and external centers of influence (e.g., investment bankers, attorneys, accountants) to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long‑term relationships.
• Will exhibit professional behavior and promote positive working relationships.
• Understands and complies with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.

The Ideal Candidate for This Role

• Bachelor's degree required, MBA helpful, plus 10+ years of experience in the Wealth Management industry.
• Specialized depth and/or breadth of expertise in Wealth Management discipline or field. Significant experience in one or more of the following: Investment Management, Trust, Estate Planning or Business Succession Planning.
• Previous successful business development activities and effective relationship management experience.
• Ability to provide Investment advice and guidance to customers with highly complex and sophisticated relationships.
• Ability to work collaboratively and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
• Ability to communicate confidently with ultra‑affluent customers and prospects demonstrating poise, conviction and executive presence while speaking.
• Exceptional verbal and written communication skills require the ability to deliver advanced communications, including presentations and recommendations to an audience that includes all levels of internal and exter