Senior Wealth Advisor — Flexible Schedule for Affluent Clients

Fnbo---First-National-Bank-of-Omaha-1; Fort Collins (CO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

HSA

Job summary

FNBO is seeking a Sr. Associate, Investments and Planning to advise affluent clients through multiple delivery channels of investment management, fiduciary guidance, specialized asset management, full-service financial planning and business succession planning.

The ideal candidate has a bachelor’s degree in Business Administration or related field, 3+ years in financial services, FINRA Series 7 and 66 registrations, life/health and variable contracts licenses, and a proven track record of

Qualifications

• Bachelor’s degree in Business Administration or related field, or equivalent experience.
• 3+ years in investment or financial services industry.
• FINRA Series 7 and 66 registrations; life, health and variable contracts licenses.

Responsibilities

• Advises affluent clients with sophisticated investment needs across multiple channels.
• Meets with clients regularly to assess financial situations, determine objectives and risk tolerance.
• Develops networks with third-party referral sources to generate new business and partners with internal specialists.

Job description

FNBO is seeking a Sr. Associate, Investments and Planning to advise affluent clients through multiple delivery channels of investment management, fiduciary guidance, specialized asset management, full-service financial planning and business succession planning.

The ideal candidate has a bachelor’s degree in Business Administration or related field, 3+ years in financial services, FINRA Series 7 and 66 registrations, life/health and variable contracts licenses, and a proven track record of