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Senior Vice President
2 months ago
Position at First Business Bank
Join us today as a Senior Vice President - Wealth Management Advisor
First Business Bank is a Top Workplaces USA company, learn more here.
At First Business Bank, we prioritize people and their success. Our dedicated team members exemplify ambition, expertise, and a client-centric approach, leading to exceptional employee engagement and client satisfaction. With a comprehensive total rewards program, a commitment to diversity, and a focus on community enhancement, we are confident that your experience with us will be rewarding. We are excited about your potential to join our team.
Location: Brookfield, WI, hybrid with the flexibility of 2 days per week remote
OVERVIEW:
The Senior Vice President - Wealth Management Advisor leverages advisory expertise and technical proficiency to guide Private Wealth client relationships concerning non-profit, corporate, and personal trust & investment accounts. This role involves active participation in departmental sales initiatives and the cultivation of relationships with referral sources and influential networks. The Wealth Management Advisor leads trust administration and serves as a subject matter expert in financial and retirement planning, estate planning, charitable giving, business succession planning, and fiduciary tax planning matters.
Key Responsibilities:
Client Engagement
- Collaborate closely with the client team to deliver trust administration and planning services (retirement, estate, business succession, and tax) to clients and prospects.
- This is a senior-level client-facing position responsible for managing, preserving, and enhancing key individual and multi-generational family relationships.
- As a subject matter expert, provide comprehensive, high-level consulting and leadership to the team.
- Schedule and participate in regular client meetings to offer advice that promotes clients' financial success.
- Strive to maintain client relationships consistently, particularly during volatile periods.
- Maintain an extensive understanding of trust and investment developments and challenges.
- Build and sustain a robust knowledge base of fiduciary standards, practices, laws, and regulations.
- Utilize risk management skills and apply fiduciary knowledge and judgment to account opening and closing decisions, trust discretionary distributions, estate administration, and any fiduciary matters that may arise in client accounts.
- Collaborate with the team to implement strategic objectives and drive revenue growth for First Business Bank, aiming to meet individual revenue production targets annually.
- Actively engage in prospect meetings, strategizing around client needs, and providing financial planning and estate plan reviews to prospects, with the goal of securing new business.
- Network with attorneys, accountants, and other centers of influence (COIs), develop client referrals, and work closely with internal partners to expand and enhance relationships within the Private Wealth group.
- Post-secondary degree in a relevant field of study.
- Law (JD) or advanced degrees and/or industry-specific certifications are highly desirable.
- A minimum of 7 years of experience in the financial or legal industry is required.
- CFP, CWS, CAP, and/or CTFA preferred.
- NASD Series 6 or 7, Series 65, and State Insurance Licenses are not mandatory. Industry-specific certifications are advantageous.
- Results-oriented with a strong focus on achieving and exceeding sales targets.
- Occasionally, this individual should be capable of monitoring geopolitical and economic events that may occur outside of standard office hours.
- Ability to read and analyze estate planning documents (wills/trusts/MPAs/POAs), business ownership agreements, IRA beneficiary designations, and other legal documents to provide service and advice to clients.
- Demonstrates understanding of fiduciary income tax, estate tax, and personal income tax concepts.
