Senior Wealth Advisor - Investments & Planning

FNBO; DeKalb (IL); On-site; USD 70,000 - 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

Short-Term/Long-Term Disability Insurance

Job summary

FNBO, located in DeKalb, Illinois, is seeking a Sr. Associate, Investments and Planning to advise affluent clients on investment management and financial planning. The role requires a Bachelor's degree and at least 3 years of experience in the financial services industry.

The ideal candidate will be responsible for client meetings, investment objectives assessment, and developing business networks. Strong communication and proven sales skills are essential. FNBO values a collaborative work environment that fosters professional growth.

Qualifications

• Minimum 3 years of experience in investment or financial services.
• Proven sales skills in the investment industry.
• Ability to provide investment advice adhering to fiduciary standards.

Responsibilities

• Advise affluent clients with sophisticated investment needs.
• Meet clients regularly to assess financial situations.
• Develop networks and partnerships for business growth.

Skills

Investment management

Fiduciary advice

Relationship management

Sales skills

Communication

Education

Bachelor’s degree in Business Administration or related field

Tools

FINRA Series 7

FINRA Series 66 (or Series 63 & 65)

State Life, Accident & Health insurance licenses

Job description

FNBO, located in DeKalb, Illinois, is seeking a Sr. Associate, Investments and Planning to advise affluent clients on investment management and financial planning. The role requires a Bachelor's degree and at least 3 years of experience in the financial services industry.

The ideal candidate will be responsible for client meetings, investment objectives assessment, and developing business networks. Strong communication and proven sales skills are essential. FNBO values a collaborative work environment that fosters professional growth.