Private Wealth Advisor: Book of Clients
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
First Business Bank is seeking a Client Advisor for our Private Wealth team in Madison, WI. The role offers an established book of business and a chance to grow advisory client relationships within an established client base.
The ideal candidate has 1–3 years of experience in financial services or wealth management and holds FINRA Series 6 and 66 licenses, with strong communication and organizational skills to deliver comprehensive wealth management guidance.
Join us at First Business Bank as our next Private Wealth Advisor:
Grow Your Book of Clients in Madison, WI, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Private Wealth Advisor:
Grow Your Book of Clients role in the description above.
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