Skip to main content
McCarthy Search

Director, Private Client Services

L5

first national of nebraskaDenver, COtoday

$124,343 - $211,384 per year

Occupations

Personal Financial AdvisorsInvestment Fund ManagersFinancial Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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/Accountabilities
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:
  • Develop and maintain long-term trusted advisor relationships with UHNW clients through exceptional service, proactive communication and deep understanding of their financial needs.
  • Broaden the scope of client relationships through a focused and deep understanding of individual client needs while maintaining a commitment to fiduciary standard.
  • Engage with internal and external sources to support the needs of the client while delivering results aligned to the organizational goals and profitability objectives.
  • Ability to adapt to changing market conditions and circumstances
  • Client Centered Advisory Services
  • Provide personalized education, advice, guidance and solutions using an integrated delivery approach to include investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.
  • Leverage specialty resources in a team led approach to deliver long term planning and investment solutions to clients that effectively manage and preserve their overall wealth.
  • Surround the client with a team of experts to help manage and preserve multi-generational wealth.
  • Interpret business challenges and recommend solutions the client may need today and in the future.
  • Transform the client's needs into relevant product and services offerings that exceed the client's expectations.
  • Partner with Trust, Planning and Investment teams to deliver holistic solutions.
  • Apply functional and technical knowledge to solve complex problems using sophisticated analytical thought to exercise judgment and identify innovative solutions.
Professional Standards: Exhibit professional behavior and promote positive working relationships throughout the organization. Contribute to a collaborative culture that prioritizes client outcomes and team success.
Compliance: Understands and complies with bank policy, laws, FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable. The Ideal Candidate for This Role:
  • Bachelor's 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.
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. Compensation and 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:
  • 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
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.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$124,343 - $211,384 per year

Location

Denver, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

To get sharper similar jobs, create your profile using the link below.

Create profile