Client Advisor
About the role
Join the winning team at First Business Bank as the Client Advisor! Launch Your Wealth Management Career with an Established Client Base First Business Bank is a Top Workplaces USA company, learn more here. 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: This role is an onsite position at our Madison, WI location.
Responsibilities
- Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
- Conduct financial reviews and help clients achieve goals related to investing, retirement, education planning, and wealth accumulation.
- Proactively contact clients and prospects within an established book of business to uncover opportunities and grow assets under management.
- Recommend investment, advisory, retirement, and insurance solutions aligned with client objectives.
- Partner closely with bankers and Private Wealth team members to provide comprehensive financial solutions.
- Generate additional business through referrals, networking, and community involvement.
- Maintain compliance with regulatory requirements and firm policies.
Requirements
- 1-3 years of experience in financial services, wealth management, banking, brokerage, or investment advisory.
- Active FINRA Series 6 and Series 66 licenses required.
- Strong relationship-building and client service skills.
- Comfortable making outbound calls and conducting client outreach.
- Interest in financial planning, investments, and wealth management.
- Ability to identify opportunities and grow existing client relationships.
- Excellent communication and organizational skills.