Vice President - Wealth Advisor

Join us today as the Vice President – Wealth Advisor!

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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
• 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-judgement and 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.