Private Wealth Advisor: Grow Assets with an Established Book

First Business Financial Services, Inc.; Madison (WI); Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

First Business Bank Private Wealth in Madison, WI is seeking a Financial Advisor to join a collaborative private wealth team. You’ll work with an established Emerging Wealth client base, conduct financial reviews, and help clients plan investments, retirement, education funding, and wealth accumulation.

This role emphasizes proactive client outreach, building lasting relationships, and coordinating with investments, planning, trust, and banking specialists.

Qualificações

• 1–3 years of experience in financial services or wealth management.
• Active FINRA Series 6 and Series 66 licenses required.
• Strong relationship-building and client service skills.
• Comfortable outbound calls and client outreach.
• Interest in financial planning, investments, and wealth management.

Responsabilidades

• 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 to deepen relationships and grow assets.
• Recommend investment, advisory, retirement, and insurance solutions based on client objectives.
• Partner with Private Wealth colleagues to deliver coordinated solutions.
• Build relationships through referrals, partnerships, networking, and community involvement.
• Develop skills and knowledge to grow into an accomplished wealth management professional.

Conhecimentos

Relationship building

Client service

Outbound calling

Communication

Organizational skills

Ferramentas

FINRA Series 6 license

FINRA Series 66 license

Descrição da oferta de emprego

First Business Bank Private Wealth in Madison, WI is seeking a Financial Advisor to join a collaborative private wealth team. You’ll work with an established Emerging Wealth client base, conduct financial reviews, and help clients plan investments, retirement, education funding, and wealth accumulation.

This role emphasizes proactive client outreach, building lasting relationships, and coordinating with investments, planning, trust, and banking specialists.