Private Wealth Advisor - Growth with Established Clients

First Business Bank; Madison (WI); Presencial; USD 70 000 - 100 000; Tempo integral

Resumo da oferta

First Business Bank is seeking a Financial Advisor to join our Private Wealth team in Madison or Brookfield. This role offers an established client base and a collaborative, team-focused environment to grow wealth management skills.

Ideal candidates have 1–3 years of experience, FINRA Series 6/66, and a passion for helping clients achieve financial goals through integrated planning, investments, and trust services.

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 with outbound calls and client outreach.
• Interest in financial planning, investments, and wealth management.
• Ability to grow existing client relationships.

Responsabilidades

• Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and help clients develop investing and retirement strategies.
• Engage clients to identify needs, deepen relationships, and grow assets under management.
• Recommend investment, advisory, retirement, and insurance solutions.
• Collaborate with Private Wealth colleagues to deliver coordinated solutions.
• Develop new relationships through referrals, partnerships, and community involvement.
• Grow into an accomplished wealth management professional.

Conhecimentos

Relationship building

Client service

Outbound outreach

Descrição da oferta de emprego

First Business Bank is seeking a Financial Advisor to join our Private Wealth team in Madison or Brookfield. This role offers an established client base and a collaborative, team-focused environment to grow wealth management skills.

Ideal candidates have 1–3 years of experience, FINRA Series 6/66, and a passion for helping clients achieve financial goals through integrated planning, investments, and trust services.