Director, Private Client Services

UHNW Financial Advisor

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

The UHNW Financial Advisor serves as a trusted advisor to ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical client will have Investible Assets of $5MM or greater with sophisticated and complex needs. Through a team led approach, the UHNW Advisor supports families and business owners in every life stage, to meet their banking, planning, and wealth preservation needs. The UHNW Financial Advisor works with a dedicated team of experts to help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team to review, identify and deliver holistic family needs. The objective is to provide personalized education, advice, guidance and solutions at the right time to improve the client's financial well-being.

Job Specific Responsibilities

Business Development

• Drive new client acquisition through strategic networking, partnerships and referrals.
• Develop and execute a business development plan to grow client base and expand 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 to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.

Client Retention

Client Centered Advisory Services

Professional Standards

Compliance

The Ideal Candidate

Bachelors degree required (MBA preferred) with 10+ years of experience in Wealth Management. Deep expertise in Wealth Management with significant experience in Investment Management, Trust, Estate Planning, or Business Succession Planning.

Proven track record in business development and relationship management.

Ability to provide investment advice and guidance to clients 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.

Exceptional listening skills to understand the client needs and deliver a comprehensive client solution.

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

Salary Range : $124,343.00 - $211,384.00 USD Annual

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation range (base pay) : $124,343.00-$211,384.00

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and / or skill level.

Work Environment : It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview : We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs :

Equal Opportunity & Belonging : 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 selvesno 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.

Application Deadline : All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.