UHNW Private Wealth Advisor

Fnbo---First-National-Bank-of-Omaha-1; Denver (CO); On-site; USD 124,000 - 211,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with matching

Job summary

FNBO seeks an UHNW Financial Advisor to serve ultra-affluent clients with investible assets of $5M and above. You will work with a dedicated team to deliver holistic wealth management, fiduciary advice, and comprehensive planning, building long-term client relationships.

The role emphasizes business development, deep client understanding, and collaboration to exceed client expectations in a fiduciary framework.

Qualifications

• Deep expertise in Wealth Management and related services.
• Experience providing investment guidance to sophisticated clients.
• Proven ability to grow client bases and manage complex relationships.

Responsibilities

• Develop new UHNW client relationships through networking and referrals.
• Deliver holistic wealth solutions spanning investment management, fiduciary advice, and financial planning.
• Collaborate with internal experts to meet multi-generational family needs.
• Maintain a robust pipeline and convert opportunities into long-term relationships.
• Provide proactive, fiduciary-focused guidance aligned with client goals.

Skills

Wealth Management

Investment Guidance

Relationship Management

Business Development

Communication

Team Collaboration

Education

Bachelor’s degree

MBA preferred

Job description

FNBO seeks an UHNW Financial Advisor to serve ultra-affluent clients with investible assets of $5M and above. You will work with a dedicated team to deliver holistic wealth management, fiduciary advice, and comprehensive planning, building long-term client relationships.

The role emphasizes business development, deep client understanding, and collaboration to exceed client expectations in a fiduciary framework.