Vice President, Wealth and Investments

Develop and execute comprehensive organic and inorganic client acquisition strategies for HNW/UHNW markets, including prospecting methodologies, referral programs, and strategic partnerships that drive sustainable growth while maintaining our premium service standards and fiduciary responsibilities.
** Client Experience
** Deepen & enhance relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions
• 10–15+ years of leadership in private wealth serving HNW/UHNW clients   
• Demonstrated ability to win and retain complex client relationships   
• Bachelor’s degree required; MBA or advanced planning credentials preferred   
• Licenses: FINRA Series 65/66 required    
• Advanced designations desired: CFP, CFA, CTFA, CIMA, CPA, CEPA
* Medical, Dental, Vision Insurance
* 401k, With Matching Contributions
* Time Off Programs
* Health Savings Account (HSA)/Dependent Care
* Employee Banking
* Growth Opportunities
* Tuition Assistance
* Short-Term/Long-Term Disability Insurance

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. We strive to represent the communities in which we serve.
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