UHNW Private Wealth Director: Family Advisory Lead

FNBO; Boulder (CO); On-site; USD 124,000 - 211,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching

Growth Opportunities

Tuition Assistance

Job summary

FNBO in Boulder, CO seeks a UHNW Financial Advisor to serve ultra‑affluent clients, delivering tailored investment, fiduciary and planning guidance through a collaborative team of experts.

The role requires a decade of wealth management experience, a bachelor’s degree (MBA preferred), and a strong track record in business development and client relations. Onsite work and competitive compensation are provided.

Qualifications

• Bachelor’s degree required with 10+ years of Wealth Management experience.
• Deep expertise in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven track record in business development and relationship management.
• Ability to provide Investment guidance to highly complex client relationships.

Responsibilities

• Drive new client acquisition through networking, partnerships and referrals.
• Develop and execute a business development plan to grow client base.
• Maintain long-term trusted advisor relationships with UHNW clients.
• Deliver holistic advisory services including investment, planning and credit solutions.

Skills

Wealth Management

Business Development

Client Relationship Management

Team Collaboration

Financial Planning

Education

Bachelor's degree in Finance/Related

MBA preferred

Tools

CRM Systems

FINRA/SEC Knowledge

Job description

FNBO in Boulder, CO seeks a UHNW Financial Advisor to serve ultra‑affluent clients, delivering tailored investment, fiduciary and planning guidance through a collaborative team of experts.

The role requires a decade of wealth management experience, a bachelor’s degree (MBA preferred), and a strong track record in business development and client relations. Onsite work and competitive compensation are provided.