Wealth Advisor, Emerging Clients – Private Wealth

Milwaukee Succeeds; Town of Brookfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health plans

Competitive compensation with internal

Paid vacation 15 days

Paid sick leave 6 days

401(k) with company match

Profit sharing

Annual incentive program

Employee assistance program

Wellness programs

Education Assistance Program

Employee Stock Purchase Program

Job summary

First Business Bank Private Wealth is hiring a Financial Advisor to join our Private Wealth team in Madison, WI or Brookfield, onsite. This role builds on an established Emerging Wealth client base, providing coordinated investment, retirement, and planning guidance within a team of specialists.

You will learn from experienced professionals, focusing on client goals, wealth growth, and expanding relationships while leveraging the Private Wealth model across investments, planning, trust

Qualifications

• 1-3 years of experience in financial services, wealth management, banking, brokerage, or investment advisory.
• Active FINRA Series 6 and Series 66 licenses are required.
• Strong relationship-building and client service skills.
• Comfortable making outbound calls and conducting client outreach.
• Interest in financial planning, investments, and wealth management.

Responsibilities

• Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
• Conduct financial reviews and help clients develop strategies for investing, retirement, education funding, wealth accumulation, and other financial goals.
• Proactively engage clients and prospects within an established book of business to identify needs, deepen relationships, and grow assets under management.
• Recommend appropriate investment, advisory, retirement, and insurance solutions based on each client’s objectives and financial situation.
• Partner with Private Wealth colleagues across investment management, financial planning, trust and estate administration, and private banking to deliver coordinated solutions for clients.
• Build additional relationships through client referrals, internal partnerships, networking, and community involvement.
• Develop the skills, knowledge, and relationships needed to grow into an accomplished wealth management professional.

Skills

Relationship-building

Client service

Communication

Organizational skills

Job description

First Business Bank Private Wealth is hiring a Financial Advisor to join our Private Wealth team in Madison, WI or Brookfield, onsite. This role builds on an established Emerging Wealth client base, providing coordinated investment, retirement, and planning guidance within a team of specialists.

You will learn from experienced professionals, focusing on client goals, wealth growth, and expanding relationships while leveraging the Private Wealth model across investments, planning, trust