Senior Wealth Advisor - Investments & Planning

FNBO; Fort Collins (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k with matching

Time off programs

Health Savings Account

Tuition assistance

Disability insurance

Growth opportunities

Job summary

FNBO is seeking a Sr. Associate, Investments and Planning to advise affluent clients across multiple delivery channels on investment management, fiduciary advice, and comprehensive financial planning and business succession planning.

The role includes meeting clients to assess objectives and risk tolerance, and developing networks to grow business while collaborating with internal experts to offer full wealth-management solutions.

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 licenses.

Responsibilities

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

Skills

Affluent client advisory

Investment management

Fiduciary guidance

Relationship management

Sales skills

Team collaboration

Education

Bachelor's degree in Business Administration or related field

Job description

FNBO is seeking a Sr. Associate, Investments and Planning to advise affluent clients across multiple delivery channels on investment management, fiduciary advice, and comprehensive financial planning and business succession planning.

The role includes meeting clients to assess objectives and risk tolerance, and developing networks to grow business while collaborating with internal experts to offer full wealth-management solutions.