UHNW Private Wealth Advisor | Family Office Team

FNBO; Boulder (CO); On-site; USD 180,000 - 270,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with matching contributions

Tuition Assistance

Growth Opportunities

Job summary

FNBO seeks a Private Wealth Advisor to serve ultra-affluent clients, delivering investment guidance, Trust and Estate planning, and comprehensive wealth management services. You will work with a dedicated team to address multi-generational needs and build enduring relationships.

The role emphasizes fiduciary service, tailored education, and guidance, with opportunities to develop business through referrals and strategic partnerships in a dynamic environment.

Qualifications

• Bachelor’s degree required, MBA helpful, plus 10+ years of experience in the Wealth Management industry.
• Specialized depth and/or breadth of expertise in Wealth Management discipline or field.
• Significant experience in one or more of the following: Investment Management, Trust, Estate Planning or Business Succession Planning.
• Previous successful business development activities and effective relationship management experience.

Responsibilities

• Advise and deliver long-term planning and investment advice to customers using a team of experts.
• Work with Trust, Planning and Investment teams to deliver holistic needs for families and business owners.
• Provide investment guidance to ultra-affluent clients and prospects with complex needs.
• Grow and retain Wealth Management relationships through effective relationship skills and sales strategies.

Skills

Communication skills

Client relationship management

Team collaboration

Financial acumen

Education

Bachelor's degree

MBA

Job description

FNBO seeks a Private Wealth Advisor to serve ultra-affluent clients, delivering investment guidance, Trust and Estate planning, and comprehensive wealth management services. You will work with a dedicated team to address multi-generational needs and build enduring relationships.

The role emphasizes fiduciary service, tailored education, and guidance, with opportunities to develop business through referrals and strategic partnerships in a dynamic environment.