Director, Private Wealth Advisor

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

Our Modern, Flexible Workplace
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.

Summary Of The Job
The UHNW Financial Advisor is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of >$5MM with sophisticated and complex needs. Through a team led approach, the UHNW Advisor will help families and business owners in every life stage, achieve their banking, long term planning, and wealth preservation needs.

The UHNW Financial Advisor works with a dedicated team of experts that will 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 help customers improve their financial well-being.

About This Role

Job Specific Responsibilities/Accountabilities:

• Leverages specialty resources in a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall wealth.
• The UHNW will surround the client with this team of experts that will help their families manage and preserve multi-generational wealth.
• The Family Office offers a comprehensive service set that spans holistic governance and planning to family education and concierge services.
• Exceeds the customer’s expectations by transforming the customer’s needs into relevant product/service offerings. Works collaboratively with Trust, Planning and Investment teams to deliver on customer holistic needs.
• Applies functional and technical knowledge to solve complex problems using sophisticated analytical thought to exercise judgment and identify innovative solutions.
• Interprets internal and external business challenges and recommend solutions their customer’s needs today and for the future.
• Provides personalized education, advice, guidance and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.
• Broadens the scope of customer relationships through a focused and deep understanding of each individual customer’s needs with a commitment to a fiduciary standard.
• Responsible for growing and retaining Wealth Management relationships utilizing effective relationship skills, sales strategies and engaging internal and external sources. Takes accountability for achieving business results to the Individual Segment goals and profitability objectives under changing circumstances.

Business Development

• Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships.
• Develop and execute a business development plan to grow the UHNW client base and expand share of wallet with 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 (e.g., investment bankers, attorneys, accountants) to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.

Will exhibit professional behavior and promote positive working relationships. Understands and complies with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.

Minimum Qualifications

The Ideal Candidate for This Role:

• Bache…