Private Wealth Advisor: Grow Your Book of Clients

First Business Bank; Madison (WI); Vor Ort; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Relationship building

Client service

Communication skills

Organizational skills

Jobbeschreibung

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.