Growth-Focused Financial Advisor, 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

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.