Senior Wealth & Planning Advisor for Affluent Clients

Firstnational; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k with Matching Contributions

Time Off Programs

Health Savings Account (HSA)

Job summary

FNBO is seeking a Senior Financial Advisor to guide affluent clients through investment management, fiduciary advisory services, and comprehensive financial planning. You will meet clients regularly to assess goals and risk tolerance, and work with internal specialists to deliver a full suite of services.

The ideal candidate brings a degree in business, 3+ years in financial services, and required FINRA registrations with state licenses.

Qualifications

• 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 Contracts licenses.
• Strong knowledge of finance industry and economy.

Responsibilities

• Advises affluent clients through multiple delivery channels of investment management and financial planning.
• Meets regularly with clients to assess financial situations and investment objectives.
• Develops networks with third party referral sources to generate new business.

Skills

Sales skills

Client relationship management

Investment knowledge

Team collaboration

Communication skills

Adaptability

Education

Bachelor's degree in Business Administration or related field

Job description

FNBO is seeking a Senior Financial Advisor to guide affluent clients through investment management, fiduciary advisory services, and comprehensive financial planning. You will meet clients regularly to assess goals and risk tolerance, and work with internal specialists to deliver a full suite of services.

The ideal candidate brings a degree in business, 3+ years in financial services, and required FINRA registrations with state licenses.