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Sr. Financial Advisor

L5

first national of nebraskaFort Collins, COyesterday

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Sr. Associate, Investments and Planning 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. Summary of the Job: The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.
About This Role: Duties May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance Develops networks with third party referral sources to develop new business. Partners with internal bank specialists to provide a full array of expertise to clients The Ideal Candidate for This Role:
  • Bachelor's degree in Business Administration or related field or equivalent experience.3 years of experience in the investment or financial services industry.
  • FINRA Series 7 and 66 (or Series 63 & 65) registrations.
  • State Life, Accident & Health and Variable Contract insurance licenses.
  • Previous successful business development activities and effective relationship management experience.
  • Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management
  • Proven sales skills, preferably in the investment industry.
  • Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
  • Ability to work collaboratively and cohesively within a team environment.
  • Strong knowledge of the finance industry and the local, state, national and global economy.
  • Ability to listen attentively to customer's needs to best deliver a comprehensive solution for the customer.
  • Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.
  • Understands and contributes to intended customer experience of helpful, easy and personal.
  • Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
  • 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 selves—no 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.
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Level

SeniorL5

Location

Fort Collins, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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