Private Wealth Advisor - Emerging Wealth Portfolio

First Business Bank; Town of Brookfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, and Vision plans

Competitive compensation with internal

Paid vacation time (15 days minimum)

Paid sick leave (6 days per year)

Volunteer time (1 day)

10 paid holidays annually

Parental leave

401(k) with company matching

Profit sharing contribution

Performance-based annual incentive

Employee Assistance Program

Wellness programs

Education Assistance Program

Employee Stock Purchase Program

Job summary

First Business Bank’s Private Wealth team is seeking a Financial Advisor to join an established client base. This on-site role supports Madison, WI or Brookfield locations, collaborating with investment, planning, trust, and private banking professionals to deliver coordinated wealth solutions.

Ideal candidates have 1–3 years in financial services, FINRA Series 6 and 66 licenses, and strong relationship-building and client-service skills.

Qualifications

• 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.

Responsibilities

• Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and help clients develop strategies for investing, retirement, education funding, wealth accumulation, and other financial goals.
• Proactively engage clients and prospects within an established book of business to identify needs, deepen relationships, and grow assets under management.
• Recommend appropriate investment, advisory, retirement, and insurance solutions based on each client's objectives and financial situation.
• Partner with Private Wealth colleagues across investment management, financial planning, trust and estate administration, and private banking to deliver coordinated solutions for clients.
• Build additional relationships through client referrals, internal partnerships, networking, and community involvement.

Skills

Relationship-building

Outbound calling

Client service

Communication

Financial planning

Education

FINRA Series 6

FINRA Series 66

Job description

First Business Bank’s Private Wealth team is seeking a Financial Advisor to join an established client base. This on-site role supports Madison, WI or Brookfield locations, collaborating with investment, planning, trust, and private banking professionals to deliver coordinated wealth solutions.

Ideal candidates have 1–3 years in financial services, FINRA Series 6 and 66 licenses, and strong relationship-building and client-service skills.