Senior Wealth Advisor for Affluent Clients

FNBO; Fort Collins (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent Care

Tuition Assistance

Job summary

FNBO in Fort Collins is seeking a Sr. Financial Advisor to provide expert financial planning, investment management, and fiduciary advice to affluent clients. This role involves assessing clients' financial situations, developing networks, and collaborating with bank specialists for comprehensive solutions.

The ideal candidate will possess a Bachelor's degree, have at least 3 years of financial services experience, and hold necessary FINRA registrations. We offer competitive compensation and comprehensive benefits to support your growth and well-being.

Qualifications

• 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.
• Demonstrated track record of originating new business.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance.

Responsibilities

• Advises affluent clients with sophisticated investment needs.
• Assesses client financial situations to determine investment objectives.
• Develops networks with third party referral sources for business.

Skills

Investment management

Relationship management

Sales skills

Verbal communication

Written communication

Education

Bachelor’s degree in Business Administration or related field

Job description

FNBO in Fort Collins is seeking a Sr. Financial Advisor to provide expert financial planning, investment management, and fiduciary advice to affluent clients. This role involves assessing clients' financial situations, developing networks, and collaborating with bank specialists for comprehensive solutions.

The ideal candidate will possess a Bachelor's degree, have at least 3 years of financial services experience, and hold necessary FINRA registrations. We offer competitive compensation and comprehensive benefits to support your growth and well-being.