Private Wealth Client Advisor: Grow an Existing Portfolio

First Business Bank; Madison (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

First Business Bank in Madison, WI is seeking a Client Advisor to join our Private Wealth team. This on-site role provides an established book of business and opportunities to deepen client relationships through proactive financial planning discussions.

You will conduct reviews, guide clients on investing, retirement, education planning, and wealth accumulation, and work with bankers to deliver integrated financial solutions while growing assets under management.

Qualifications

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

Responsibilities

• Manage and deepen relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and guide clients on investing, retirement, education planning, and wealth accumulation.
• Proactively contact clients and prospects within an established book to uncover opportunities and grow assets under management.
• Recommend investment, advisory, retirement, and insurance solutions aligned with client objectives.
• Partner 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.

Skills

Relationship building

Client service

Outbound calls

Communication

Financial services familiarity

Job description

First Business Bank in Madison, WI is seeking a Client Advisor to join our Private Wealth team. This on-site role provides an established book of business and opportunities to deepen client relationships through proactive financial planning discussions.

You will conduct reviews, guide clients on investing, retirement, education planning, and wealth accumulation, and work with bankers to deliver integrated financial solutions while growing assets under management.