Senior Wealth Advisor - Affluent Clients & Planning

Firstnational; Bellevue (KY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k With Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Tuition Assistance

Short-Term Disability Insurance

Long-Term Disability Insurance

Job summary

FNBO is seeking a Senior Financial Advisor to serve affluent clients across investment management, fiduciary advice, asset management, and comprehensive financial planning. You will meet regularly with clients to assess goals and risk tolerance, and collaborate with internal specialists to deliver a full suite of solutions.

Ideal candidates have a bachelor’s degree, 3+ years in financial services, FINRA registrations, relevant life/health/variable contracts licenses, and a proven track record in

Qualifications

• Bachelor’s degree or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations (or Series 63 & 65).
• State Life, Accident & Health and Variable Contract insurance licenses.
• Proven business development and revenue growth through prospecting and relationship management.
• Strong sales skills with ability to provide basic investment advice while following fiduciary standards.
• Ability to work collaboratively within a team environment.
• Strong knowledge of the finance industry and wider economy.
• Excellent listening and communication skills, both verbal and written.
• Flexibility to accommodate client meetings outside normal hours.

Responsibilities

• Advise affluent clients through multiple delivery channels of investment management and fiduciary services.
• Meet regularly with clients to assess financial situations, objectives, and risk tolerance.
• Develop networks with third-party referral sources and collaborate with internal specialists to offer a full range of expertise to clients.

Skills

Sales skills

Relationship management

Communication

Team collaboration

Client need analysis

Education

Bachelor’s degree in Business Administration or related field

Job description

FNBO is seeking a Senior Financial Advisor to serve affluent clients across investment management, fiduciary advice, asset management, and comprehensive financial planning. You will meet regularly with clients to assess goals and risk tolerance, and collaborate with internal specialists to deliver a full suite of solutions.

Ideal candidates have a bachelor’s degree, 3+ years in financial services, FINRA registrations, relevant life/health/variable contracts licenses, and a proven track record in