Senior Wealth Advisor - Affluent Client Growth

FNBO; Brooklyn Park (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Tuition Assistance

Short-Term/Long-Term Disability Insurance

Job summary

FNBO is looking for a Sr. Financial Advisor in Brooklyn Park to advise affluent clients through various channels, providing investment management and financial planning services. The ideal candidate will have a strong background in business development, excellent communication skills, and relevant financial qualifications.

This role requires 3 years of industry experience and certifications such as FINRA Series 7 and 66. Join FNBO to foster relationships and succeed in a rewarding environment with benefits including health insurance and growth opportunities.

Qualifications

• 3 years of experience in the investment or financial services industry.
• Proven ability to develop business and manage client relationships.
• Strong knowledge of the finance industry and economic environment.

Responsibilities

• Advise affluent clients through multiple delivery channels.
• Develop networks with referral sources to grow business.
• Assess client financial situations to determine investment objectives.

Skills

Sales skills

Relationship management

Investment advice

Communication skills

Education

Bachelor’s degree in Business Administration or related field

FINRA Series 7 and 66 (or Series 63 & 65) registrations

State Life, Accident & Health insurance licenses

Job description

FNBO is looking for a Sr. Financial Advisor in Brooklyn Park to advise affluent clients through various channels, providing investment management and financial planning services. The ideal candidate will have a strong background in business development, excellent communication skills, and relevant financial qualifications.

This role requires 3 years of industry experience and certifications such as FINRA Series 7 and 66. Join FNBO to foster relationships and succeed in a rewarding environment with benefits including health insurance and growth opportunities.