Financial Advisor, Client Advisory Group – Growth

FNBO; Fort Collins (CO); Vor Ort; USD 51.000 - 84.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Zusammenfassung

FNBO is seeking a Financial Advisor in the Client Advisory Group to advise clients with traditional investment needs, assess financial situations, and establish investment objectives and risk tolerance.

You will develop networks with referral sources, partner with internal bank specialists, and support client expansion through fiduciary advisory services, including investment management, trust, estate, and business planning.

Qualifikationen

• Bachelor's 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

Aufgaben

• 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.

Kenntnisse

Sales mindset

Financial services knowledge

Client relationship management

Ausbildung

Bachelor's degree in Business Administration or related field

Tools

FINRA Series 7/66 or Series 63/65 licenses

State Life, Accident & Health and Variable Contract licenses

Jobbeschreibung

FNBO is seeking a Financial Advisor in the Client Advisory Group to advise clients with traditional investment needs, assess financial situations, and establish investment objectives and risk tolerance.

You will develop networks with referral sources, partner with internal bank specialists, and support client expansion through fiduciary advisory services, including investment management, trust, estate, and business planning.