Associate II, Centralized Advisory Group

Firstnational; Fort Collins (CO); On-site; USD 51,000 - 84,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

HSA/Dependent Care

Job summary

FNBO invites applications for a Financial Advisor in the Client Advisory Group. The advisor will guide clients in traditional investments, assess finances, set objectives, and manage risk tolerance in a fiduciary framework.

Role includes building networks, expanding client relationships, and collaborating with bank specialists to deliver comprehensive wealth management, trust and estate planning services. Onsite in Fort Collins, CO with a strong growth path.

Qualifications

• Bachelor's Degree in Business Administration or related field or equivalent experience.
• 2 years experience in investment and financial services
• FINRA Series 7 & 66 registrations (or Series 63 & 65)
• State Life, Accident & Health and Variable Contract insurance licenses
• Fast thinking sales mentality
• Maintain an ongoing knowledge of the industry and the economy
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Responsibilities

• Serve as an advisor to clients with more traditional investment needs, working to assess client financial situations and determine investment objectives/risk tolerance
• Develop networks with third party referral sources to identify new business, and partner with internal bank specialists to provide a full array of expertise to clients.
• Client expansion and retention work, including client management, and subject matter expertise in administration and fiduciary obligations
• Provide effective client management services and advisory services to clients which may include investment management, trust, estate planning or business succession planning
• Securities and trust account administration
• Provide administration assistance to an assigned portfolio observing risk management and compliance policies and governing legal documents

Skills

Investment industry experience

Sales mindset

Unrestricted work authorization

Education

Bachelor's Degree in Business Administration or related field

Job description

Summary of the Job

The Financial Advisor, Client Advisory Group (CAG) is a trusted financial advisor to, and advocate for, First National Investments & Planning clients and prospects with simple to moderately complex financial planning and investment needs. The FACSS advises through the integrated delivery financial planning, investment management & insurance services. The FACSS will support our existing local, regional, and national client base, working to broaden the scope of client relationships through an understanding of each individual client's needs, utilizing an open platform, product-agnostic strategies, and commitment to a fiduciary standard.

About This Role

• Serve as an advisor to clients with more traditional investment needs, working to assess client financial situations and determine investment objectives/risk tolerance
• Develop networks with third party referral sources to identify new business, and partner with internal bank specialists to provide a full array of expertise to clients.
• Client expansion and retention work, including client management, and subject matter expertise in administration and fiduciary obligations
• Provide effective client management services and advisory services to clients which may include investment management, trust, estate planning or business succession planning
• Securities and trust account administration
• Provide administration assistance to an assigned portfolio observing risk management and compliance policies and governing legal documents

The Ideal Candidate for This Role

• Bachelors Degree in Business Administration or related field or equivalent experience
• 2 years experience in investment and financial services
• FINRA Series 7 & 66 (or Series 63 & 65) registrations
• State Life, Accident & Health and Variable Contract insurance licenses
• Fast thinking sales mentality
• Maintain an ongoing knowledge of the industry and the economy
• Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation

Compensation range (base pay): $50,630.00-$83,540.00 This role may have a specific starting pay within this range.

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

• 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

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .

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.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

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.

Job number: R-20261854