Financial Advisor, Centralized Advisory Group

Fnbo---First-National-Bank-of-Omaha-1; 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

Health Savings Account (HSA)

Job summary

FNBO is seeking a Financial Advisor in Fort Collins, CO to advise clients with traditional investment needs, assess financial situations, and coordinate with internal specialists for holistic planning. You will grow client relationships and deliver investment management, trust, and estate planning services, while ensuring fiduciary compliance.

Ideal candidates hold a BA in business or related field with 2 years in financial services, FINRA registrations, and applicable insurance licenses, and

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.

Responsibilities

• Advise clients with traditional investment needs and assess financial situations and risk tolerance.
• Develop networks with third-party referral sources to identify new business and partner with internal bank specialists.
• Provide client management and advisory services including investment management, trust, estate planning or business succession planning.
• Administer securities and trust accounts while observing risk management and compliance policies.

Skills

Financial advisory experience

Client relationship management

Investment knowledge

Education

Bachelor's degree in Business Administration or related field

Tools

FINRA Series 7 & 66

Series 63 & 65

Insurance licenses: Life, Health, Variable

Job description

FNBO is seeking a Financial Advisor in Fort Collins, CO to advise clients with traditional investment needs, assess financial situations, and coordinate with internal specialists for holistic planning. You will grow client relationships and deliver investment management, trust, and estate planning services, while ensuring fiduciary compliance.

Ideal candidates hold a BA in business or related field with 2 years in financial services, FINRA registrations, and applicable insurance licenses, and