Growth-Focused Financial Advisor, Client Advisory

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

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.