$250K - $500K(Ladders Estimates)
Position at First Business
Join the winning team at First Business as the Vice President- Wealth Advisor!
At First Business, we've built a team whose expertise extends to specific types of businesses and the unique challenges they face. We take an individual approach to our client's banking needs and pride ourselves on responsiveness. The First Business family of companies offer a full line of financial services including: commercial lending, treasury management, private wealth management, retirement plans, investment management services, trust services, specialty lending (asset based lending, factoring, and SBA lending), and equipment finance and leasing. We serve businesses, their owners and executives, and high net worth individuals – with a model that provides unexpected levels of customer service and expertise.
We are a growing company with opportunities that are vital to the operations and success of the company and see our growth strategy as an opportunity to not only increase our market presence, but also to add top talent to our team of professionals.
The Wealth Advisor will bring in, maintain, and grow profitable, quality investment management, trust and/or employee benefit plans. Through internal partnership and outbound activity, the Wealth Advisor will be accountable for delivering full balance sheet solutions to high net worth clients (investments, planning, loans, deposits, etc.).
Essential responsibilities of the Vice President – Wealth Advisor:
Valid Through: 2019-11-15