Associate II, Centralized Advisory Group

First National Bank of Omaha; Fort Collins (CO); On-site; USD 51,000 - 84,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account

Tuition Assistance

Disability Insurance

Job summary

First National Bank of Omaha (FNBO) seeks a Financial Advisor for the Client Advisory Group to guide clients with traditional investment needs and collaborate with internal specialists for comprehensive financial solutions.

You will expand and manage client relationships, provide advisory services including investment management and trust, while adhering to fiduciary standards and compliance requirements.

Qualifications

• Bachelor’s degree or equivalent experience required in business/finance.
• 2+ years in investment and financial services.
• FINRA Series 7 & 66 (or 63 & 65) registrations; State Life, Accident & Health and Variable Contract licenses.

Responsibilities

• Advise clients with traditional investment needs and assess financial situations and objectives.
• Develop networks with third-party referrals and partner with internal specialists to provide comprehensive solutions.
• Manage and retain clients, provide advisory services including investment management, trust, and estate planning as needed.
• Observe risk management and comply with governing documents and policies.

Skills

Sales mentality

Investment knowledge

Education

Bachelor's Degree in Business Administration or related field

Equivalent experience

Tools

FINRA Series 7 & 66

Series 63 & 65

Life/Health/Variable Contract licenses

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

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. 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 is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC 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.

Grow Your Career with FNBO!

For 170 years, our holding company - First National of Nebraska (FNNI) - has grown to more than 4,500 employees with locations in nine states and $35 billion in assets. We are proud to serve our customers and communities with banking offices located in Nebraska, Colorado, Illinois, Iowa, Kansas, Missouri, South Dakota, Texas and Wyoming. FNBO (First National Bank of Omaha) believes that a bank should be a force for good in the world; to positively influence the lives of our employees, customers and the success of the communities we serve. Whether you're just beginning your career or taking it to the next level, you'll find your fit here. Bilingual Careers Internships & Trainee Program 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.

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