VP Wealth Advisor — Elite HNW Client Concierge

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

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.