Vice President - Wealth Advisor

First Business Bank; Town of Brookfield (WI); On-site; USD 120,000 - 240,000; Full time

Benefits offered by this job

Health, Dental, Vision plans

Paid vacation time

Paid sick leave

Volunteer time

Paid holidays

401(k) with matching

Performance-based incentives

Employee Assistance Program

Job summary

First Business Bank seeks a Vice President - Wealth Advisor in Brookfield, WI, onsite. You’ll serve as the primary contact for high-net-worth clients, delivering personalized wealth strategies and exceptional service.

In this role you’ll collaborate with a team of specialists to provide holistic wealth advice, investment guidance, and planning tailored to client needs. A path to deepen relationships and grow the business is emphasized.

Qualifications

• Bachelor's Degree in related business/finance field of study.
• 7+ years of financial services experience.
• CFP, MBA, CFA, CPA, or JD designation preferred.
• Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and networking.
• Results‑oriented with a focus on meeting and exceeding sales targets.
• Strong organizational skills, good judgment, decision‑making, and ability to handle pressure in a fast‑paced environment.
• Be an active member of the community by attending networking events and developing relationships with centers of influence.

Responsibilities

• Serve as a Trusted Advisor: lead relationship manager for a portfolio of high-net-worth clients and deliver highly personalized wealth management guidance.
• Grow the Business: expand assets under management, deposits, lending relationships and referral networks.
• Provide Comprehensive Wealth Planning: retirement, estate, tax-aware strategies, insurance, cash flow, succession planning.
• Support Investment Strategy & Portfolio Management: collaborate with Investment Portfolio Managers and participate in reviews.
• Collaborate Across the Wealth Team: partner with Private Bankers, Portfolio Managers, Trust Officers, and Wealth Planners.

Skills

Relationship management

Sales targets

Networking

Organizational skills

Client-focused

Education

Bachelor's Degree in related business/finance

CFP, MBA, CFA, CPA, or JD designation

Job description

Vice President - Wealth Advisor

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!

Work Model

Onsite at our Brookfield, WI location.

Overview

We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences. In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs. You'll play a critical role in deepening relationships, growing the business, and helping clients navigate important financial decisions with confidence.

Essential responsibilities of the Vice President - Wealth Advisor

Serve as a Trusted Advisor

• Act as the lead relationship manager for a portfolio of high-net-worth clients.
• Develop a deep understanding of clients' financial goals, family dynamics, risk tolerance, liquidity needs, and legacy objectives.
• Deliver a highly personalized, concierge-style client experience.
• Conduct ongoing relationship reviews and proactive planning discussions.
• Coordinate solutions and recommendations with internal specialists across trust, estate planning, investment management, lending, treasury management, and commercial banking.

Grow the Business

• Expand assets under management, deposits, lending relationships, and fee‑based revenue.
• Develop referral relationships with attorneys, CPAs, business owners, and other centers of influence.
• Build strong partnerships across the organization to identify and capitalize on referral opportunities.
• Represent the organization in community, networking, and business development activities.

Provide Comprehensive Wealth Planning

• Deliver holistic wealth management guidance, including:
  • Retirement planning
  • Estate and legacy planning coordination
  • Tax‑aware investment strategies
  • Insurance and risk management considerations
  • Cash flow and liquidity planning
  • Business succession planning
• Simplify complex financial concepts and communicate recommendations clearly and confidently.
• Stay current on market trends, regulatory developments, and wealth‑management best practices.

Support Investment Strategy & Portfolio Management

• Partner closely with Investment Portfolio Managers to develop investment solutions aligned with client objectives.
• Participate in portfolio reviews and performance discussions.
• Help ensure investment recommendations remain suitable, compliant, and aligned with clients' long‑term goals.

Collaborate Across the Wealth Team

Partner closely with Private Bankers, Portfolio Managers, Trust Officers, Wealth Planners, Commercial Banking Partners, and Wealth Operations Teams.

Position Requirements

• Bachelor's Degree in related business/finance field of study
• 7+ years of financial services experience
• CFP, MBA, CFA, CPA, or JD designation preferred
• Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and networking.
• Results‑oriented with a focus on meeting and exceeding sales targets.
• Strong organizational skills, good judgment, decision‑making, and ability to handle pressure in a fast‑paced environment.
• Be an active member of the community by attending networking events and developing relationships with centers of influence.

Experience the Total Rewards Great People Deserve

• Comprehensive Health, Dental, and Vision plans
• Competitive compensation, with a focus on professional development and internal mobility
• Paid vacation time (15 days minimum per year)
• Paid sick leave (6 days per year)
• 1 day paid volunteer time
• 10 paid holidays annually
• Paid parental leave
• 401(k) program with company matching, plus additional profit‑sharing contribution
• Performance‑based annual incentive program
• Free and confidential Employee Assistance Program
• Wellness programs
• Education Assistance Program
• Employee Stock Purchase Program
• Plus many other perks and benefits

Compliance Statement

First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.

Equal Opportunity Employer

First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

Reasonable Accommodation

If you require a reasonable accommodation for any part of the employment process, please email [email protected]