Vice President Wealth Advisor

JOB REQUIREMENTS: Description Position at First Business Bank Join us today as the Vice President - Wealth Advisor! First Business Bank is a Top Workplaces USA company, learn morehere. 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... 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/48AC7942A80B4D85