Senior Private Wealth Advisor for UHNW Clients

Fnbo---First-National-Bank-of-Omaha-1

Boulder (CO)

On-site

USD 127,000 - 216,000

Full time

4 days ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

Time Off Programs

Disability Insurance

Tuition Assistance

Job summary

FNBO is seeking a Director, Private Wealth Advisor to serve ultra-affluent clients, advising on sophisticated wealth management strategies and coordinating a team of experts. The role focuses on delivering personalized education, guidance and solutions across investment management, fiduciary advice and comprehensive financial planning.

You will work with a dedicated Family Office team to expand relationships, preserve multi-generational wealth, and drive business development while ensuring

Qualifications

Bachelor's degree required; MBA helpful.
10+ years of experience in wealth management.
Strong ability to advise on complex investment and planning needs.
Excellent communication and relationship-management skills.

Responsibilities

Lead UHNW client relationships and provide holistic wealth management guidance.
Collaborate with Trust, Planning and Investment teams to deliver integrated solutions.
Drive new client acquisition through referrals, networking and strategic partnerships.
Maintain and grow a robust pipeline of qualified leads and opportunities.

Skills

Wealth management

Client relationship

Business development

Investment guidance

Education

Bachelor's degree

MBA

Job description

You will work with a dedicated Family Office team to expand relationships, preserve multi-generational wealth, and drive business development while ensuring

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