Vice President - Wealth Advisor

First Business Bank is recognized as a Top Workplaces USA company. We prioritize our people, fostering ambition, experience, and client focus, which results in highly engaged employees and unmatched client satisfaction. Our comprehensive total rewards, commitment to diversity, and community improvement initiatives make this an exceptional place to grow your career.

Work Model: Onsite at our Brookfield, WI location

About the Role

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.

Responsibilities

• 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

Requirements

• Bachelor’s Degree in a 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 judgment and decision-making, and ability to handle pressure in a fast-paced environment.
• Active community member by attending networking events and developing relationships with centers of influence.