Senior Wealth & Investment Advisor

FNBO; DeKalb (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

401(k) with matching contributions

Time Off Programs

Health Savings Account (HSA)

Employee Banking

Growth Opportunities

Tuition Assistance

Disability Insurance

Job summary

FNBO in DeKalb, IL seeks a Sr. Associate, Investments and Planning to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning.

You will collaborate with bank specialists to deliver tailored solutions and meet client objectives with fiduciary care. The ideal candidate has a business-focused degree, 3 years in financial services, required licenses, and proven ability to develop relationships and drive new business while communicating clearly and

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Proven business development and client relationship management experience.
• Sales skills in investment industry.
• Ability to provide basic investment advice under fiduciary standards.
• Team-oriented with collaborative work style.
• Strong knowledge of finance and economy.
• Effective communication and presentations.
• Flexibility to meet outside normal hours.

Responsibilities

• Advise affluent clients through multiple delivery channels.
• Meet clients to assess financial situation and determine objectives.
• Develop networks with third-party referrals to grow business.
• Partner with internal bank specialists to provide full expertise.

Skills

Sales skills

Communication

Team collaboration

Client listening

Education

Bachelor's degree in Business Administration

Tools

FINRA Series 7

FINRA Series 66

Life/Health license

Variable Contract license

Job description

FNBO in DeKalb, IL seeks a Sr. Associate, Investments and Planning to guide affluent clients through investment management, fiduciary advice, and comprehensive financial planning.

You will collaborate with bank specialists to deliver tailored solutions and meet client objectives with fiduciary care. The ideal candidate has a business-focused degree, 3 years in financial services, required licenses, and proven ability to develop relationships and drive new business while communicating clearly and