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FNBO · 2 weeks ago

Director, Private Wealth Advisor

Omaha Metropolitan Area

Full-time

Onsite

Senior Level, Lead/Staff

$124K/yr - $211K/yr

10+ years exp

FNBO is committed to the success of its employees and is seeking a Private Wealth Advisor to serve ultra-affluent clients. The advisor will lead a team to help clients build, grow, and preserve wealth, providing personalized education, advice, and solutions tailored to their financial goals.

AccountingBankingFinanceFinancial ServicesMortgage

No H1B

Responsibilities

Leverages specialty resources in a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall wealth

The Private Wealth Advisor will surround the client with this team of experts that will help their families manage and preserve multi-generational wealth

Exceeds the customer’s expectations by transforming the customer’s needs into relevant product/service offerings

Works collaboratively with Trust, Planning and Investment teams to deliver on customer holistic needs

Applies functional and technical knowledge to solve complex problems using sophisticated analytical thought to exercise judgment and identify innovative solutions

Interprets internal and external business challenges and recommend solutions their customer’s needs today and for the future

Provides personalized education, advice, guidance and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services

Broadens the scope of customer relationships through a focused and deep understanding of each individual customer’s needs with a commitment to a fiduciary standard

Responsible for growing and retaining Wealth Management relationships utilizing effective relationship skills, sales strategies and engaging internal and external sources

Takes accountability for achieving business results to the Individual Segment goals and profitability objectives under changing circumstances

Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships

Develop and execute a business development plan to grow the UHNW client base and expand share of wallet with existing relationships

Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business

Leverage internal and external centers of influence (e.g., investment bankers, attorneys, accountants) to identify new UHNW prospects

Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships

Will exhibit professional behavior and promote positive working relationships

Understands and complies with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties

Qualification

Wealth Management expertiseInvestment ManagementBusiness DevelopmentRelationship ManagementEstate PlanningTrust ServicesFinancial PlanningAnalytical SkillsProfessionalismListening SkillsCommunication SkillsTeam CollaborationCustomer FocusFlexibility

Required

Bachelor's degree required

10+ years of experience in the Wealth Management industry

Specialized depth and/or breadth of expertise in Wealth Management discipline or field

Significant experience in one or more of the following: Investment Management, Trust, Estate Planning or Business Succession Planning

Previous successful business development activities and effective relationship management experience

Ability to provide Investment advice and guidance to customers with highly complex and sophisticated relationships

Ability to work collaboratively and cohesively within a team environment

Strong knowledge of the Finance industry and the local, state, national and global economy

Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer

Ability to communicate confidently with ultra-affluent customers and prospects demonstrating poise, conviction and executive presence while speaking

Exceptional verbal and written communication skills require the ability to deliver advanced communications, including presentations and recommendations to an audience that includes all levels of internal and external contacts

Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours

Candidates must possess unrestricted work authorization and not require future sponsorship