Private Wealth Advisor for Affluent Clients

Firstnational; Leawood (KS); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with matching contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

FNBO seeks a Sr. Financial Advisor to advise affluent clients through multiple delivery channels on investment management, fiduciary guidance, asset management, full financial planning and business succession planning.

The candidate will meet with clients regularly to assess financial situations, determine objectives and risk tolerance, and collaborate with internal bank specialists to offer a full spectrum of expertise. Strong sales and relationship skills are essential.

Qualifications

• Bachelor's degree in Business Administration or related field or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development activities and effective relationship management experience.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Responsibilities

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance.
• Develops networks with third party referral sources to develop new business.
• Partners with internal bank specialists to provide a full array of expertise to clients.

Skills

Sales skills

Client relationship management

Communication skills

Team collaboration

Education

Bachelor's degree in Business Administration or related field

Tools

FINRA Series 7 and 66 registrations

Life/Health/Variable contracts licenses

Job description

FNBO seeks a Sr. Financial Advisor to advise affluent clients through multiple delivery channels on investment management, fiduciary guidance, asset management, full financial planning and business succession planning.

The candidate will meet with clients regularly to assess financial situations, determine objectives and risk tolerance, and collaborate with internal bank specialists to offer a full spectrum of expertise. Strong sales and relationship skills are essential.