Senior Investment & Planning Advisor

Firstnational; Fort Collins (CO); Presencial; USD 85 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Resumo da oferta

FNBO seeks a Sr. Associate, Investments and Planning to advise affluent clients across multiple channels, delivering investment management, fiduciary guidance, and comprehensive financial planning.

You will collaborate with internal specialists to offer a full range of services and develop new business opportunities. The role requires a Bachelor’s degree and several industry licenses, with a focus on relationship-building and revenue growth within a team environment.

Qualificações

• Bachelor’s degree required or equivalent experience.
• 3 years of experience in investment or financial services.
• FINRA Series 7 and 66 registrations (or 63 & 65).
• State Life, Accident & Health and Variable Contract licenses.

Responsabilidades

• Advises affluent clients with sophisticated investment needs.
• Meets with clients to assess financial situation, objectives, and risk tolerance.
• Develops networks to generate new business.
• Partners with bank specialists to provide a full suite of expertise.

Conhecimentos

Investment advisory

Client relationship management

Sales skills

Team collaboration

Formação académica

Bachelor’s degree in Business Administration or related field

Descrição da oferta de emprego

FNBO seeks a Sr. Associate, Investments and Planning to advise affluent clients across multiple channels, delivering investment management, fiduciary guidance, and comprehensive financial planning.

You will collaborate with internal specialists to offer a full range of services and develop new business opportunities. The role requires a Bachelor’s degree and several industry licenses, with a focus on relationship-building and revenue growth within a team environment.