Financial Advisor Private Wealth

FIRST BUSINESS BANK • Madison, WI • 3h ago

JOB REQUIREMENTS: Description Position at First Business Bank Financial
Advisor | Private Wealth Launch Your Wealth Management Career with an
Established Client Base Work Model: This role is onsite at our Madison,
WI OR Brookfield location. More Than a Bank. A Comprehensive Private
Wealth Team. While banking is part of our name, First Business Bank
Private Wealth is much more than traditional banking. Our Private Wealth
team brings together financial planning, investment management, trust
and estate administration, and private banking to help clients manage
their complete financial lives. Our approach is highly collaborative.
Financial Advisors work alongside experienced investment, trust,
financial planning, and banking professionals to understand the
client\'s full financial picture and deliver coordinated solutions. The
goal is not simply to sell a financial product. It\'s to build long-term
relationships and help clients make thoughtful decisions about their
investments, retirement, wealth accumulation, estate and legacy goals,
liquidity needs, and other financial priorities. An Advisor Role With a
Head Start First Business Bank is seeking a Financial Advisor to join
our Private Wealth team. This is an excellent opportunity for a
motivated financial professional with 1-3 years of experience who wants
to take the next step in their advisory career. And unlike many
early-career advisor opportunities, you won\'t be starting from zero.
You\'ll step into an established portfolio of Emerging Wealth clients
and have access to additional client opportunities, giving you a
foundation from which to develop relationships and grow assets. Rather
than spending your first years solely trying to build a book from
scratch, you\'ll be able to focus on learning your clients\' goals,
providing meaningful financial guidance, and identifying opportunities
to expand those relationships. You\'ll also have the advantage of
working within a team-based Private Wealth model, partnering with
specialists who bring expertise across investments, financial planning,
trust and estate administration, and banking. POSITION OVERVIEW: 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... For full info follow
application link. We are an equal employment opportunity employer. All
qualified applicants will receive consideration for employment without
regard to race, color, religion, gender, national origin, disability
status, protected veteran status or any other characteristic protected
by law. *** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/BAD66D3A22AE4539

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