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Vp Wealth Jobs (NOW HIRING)

First Business Financial Services, Inc.

WI · On-site

Vice President - Wealth Advisor Work Model: Onsite at Brookfield, WI location Overview We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth ...

Mercer Advisors

Vice President, Wealth Enablement

The VP will lead the Enablement function to build scalable, AI-enabled training and content infrastructure across Wealth Management and Wealth Solutions. This leader will set strategy, build the team ...

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Vice President, Wealth Enablement

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Equisoft

VP, Wealth and Insurance Solutions

The VP, Wealth and Insurance Solutions - USA reports to the CSO (Chief Sales Officer). The incumbent isEquisoft'sInsuranceengine in the region. This is a consultative enterprise sales role with a ...

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As of Sep 14, 2026, the average yearly pay for vp wealth in the United States is $157,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $190,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Vp Wealth job openings in the United States as of June 2026, with employment types broken down into 91% Full Time, 2% Part Time, 4% Temporary, and 3% Contract. Highlights an 81% Physical, 5% Hybrid, and 14% Remote job distribution, with an average salary of $157,532 per year, or $75.7 per hour.

Vice President - Wealth Advisor

Brookfield, WI • On-site

First Business Bank
See more jobs at First Business Bankexternal

Full-time

Re-posted 11 hours ago

Job description

Join us today as the Vice President – Wealth Advisor!

First Business Bank is a Top Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!

Work Model: Onsite at our Brookfield, WI location

Overview: We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences.

In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs. You'll play a critical role in deepening relationships, growing the business, and helping clients navigate important financial decisions with confidence.

Essential responsibilities of the Vice President – Wealth Advisor:

Serve as a Trusted Advisor

  • Act as the lead relationship manager for a portfolio of high-net-worth clients.
  • Develop a deep understanding of clients' financial goals, family dynamics, risk tolerance, liquidity needs, and legacy objectives.
  • Deliver a highly personalized, concierge-style client experience.
  • Conduct ongoing relationship reviews and proactive planning discussions.
  • Coordinate solutions and recommendations with internal specialists across trust, estate planning, investment management, lending, treasury management, and commercial banking.

Grow the Business

  • Expand assets under management, deposits, lending relationships, and fee-based revenue.
  • Develop referral relationships with attorneys, CPAs, business owners, and other centers of influence.
  • Build strong partnerships across the organization to identify and capitalize on referral opportunities.
  • Represent the organization in community, networking, and business development activities.

Provide Comprehensive Wealth Planning

  • Deliver holistic wealth management guidance, including:
    • Retirement planning
    • Estate and legacy planning coordination
    • Tax-aware investment strategies
    • Insurance and risk management considerations
    • Cash flow and liquidity planning
    • Business succession planning
  • Simplify complex financial concepts and communicate recommendations clearly and confidently.
  • Stay current on market trends, regulatory developments, and wealth management best practices.

Support Investment Strategy & Portfolio Management

  • Partner closely with Investment Portfolio Managers to develop investment solutions aligned with client objectives.
  • Participate in portfolio reviews and performance discussions.
  • Help ensure investment recommendations remain suitable, compliant, and aligned with clients' long-term goals.

Collaborate Across the Wealth Team

Partner closely with:

  • Private Bankers
  • Portfolio Managers
  • Trust Officers
  • Wealth Planners
  • Commercial Banking Partners
  • Wealth Operations Teams

Position Requirements:

  • Bachelor’s Degree in related business/finance field of study
  • 7+ years of financial services experience
  • CFP, MBA, CFA, CPA, or JD designation preferred
  • Demonstrated success in a sales and business development role in banking/financial services sourcing new clients through individual calling and networking.
  • Results-oriented with a focus on meeting and exceeding sales targets. 
  • Strong organizational skills, good-judgement and decision making, and ability to handle pressure in a fast-paced environment. 
  • Be an active member of the community by attending networking events and developing relationships with centers of influence.

    Apply