Senior UHNW Family Office Wealth Advisor

First National Bank; Denver (CO); On-site; USD 115,000 - 175,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Paid Time Off

Health Savings Account (HSA)

Tuition Assistance

Short-Term/Long-Term Disability

Job summary

First National Bank seeks a Private Wealth Advisor to serve ultra-affluent clients, guiding long-term planning and investment solutions with a team of specialists. You will serve families and business owners, delivering personalized education and fiduciary guidance to help preserve wealth and meet complex needs.

The ideal candidate brings a decade in wealth management, strong relationship skills, and relevant licenses/certifications, plus the ability to work in a collaborative environment with a

Qualifications

• Bachelor’s degree required; MBA helpful.
• 10+ years in Wealth Management industry.
• Licenses/certifications such as CRPC, CFP, CPA, CFA, CWS, CTFA, CFM or MBA, JD or ability to earn accreditation.

Responsibilities

• Leverages a team of experts to advise, guide and deliver long-term planning and investment solutions.
• Grow and retain UHNW wealth management relationships.
• Collaborate with Trust, Planning and Investment teams to meet holistic client needs.

Skills

Wealth management

Client relationship management

Investment guidance

Team collaboration

Communication

Education

Bachelor’s degree

MBA

Job description

First National Bank seeks a Private Wealth Advisor to serve ultra-affluent clients, guiding long-term planning and investment solutions with a team of specialists. You will serve families and business owners, delivering personalized education and fiduciary guidance to help preserve wealth and meet complex needs.

The ideal candidate brings a decade in wealth management, strong relationship skills, and relevant licenses/certifications, plus the ability to work in a collaborative environment with a