Vice President - Wealth Advisor in Appleton, WI

$250K - $500K(Ladders Estimates)

Alterra Bank   •  

Appleton, WI 54911

Industry: Finance & Insurance

  •  

11 - 15 years

Posted 27 days ago

DESCRIPTION

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:

  • Establish annual calling, sales and revenue goals. Develop and execute an annual call plan to include clients, prospects, and referral sources to achieve established sales and retention goals. Prepare proposals for new business
  • Create and follow through on relationship strategy plans for existing clients. Understand their priorities and lead the team in developing plans to address those priorities.
  • Maintain CRM database for scheduling and tracking client calls and prospecting efforts. Utilize this same database for pipeline and relationship management.
  • Maintain a working knowledge and point of view of all financial issues facing current and perspective clients.
  • Collaborate in a team based environment looking for the best outcomes for clients and the trust group.

Position Requirements:

  • Bachelor's Degree in a related business/finance field of study
  • A minimum of 10 years of financial services experience
  • CFP or CWS designation and financial planning experience preferred
  • Brokerage Licenses – Series 7, 65 and/or 66 preferred
  • Effective and well-developed interpersonal skills to work with a variety of prospects, clients and other team members
  • Working knowledge of portfolio management principals and how the markets operate
  • Working knowledge of financial planning


Valid Through: 2019-11-15