Sr. Financial Advisor

Fnbo---First-National-Bank-of-Omaha-1; Fort Collins (CO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Matching Contributions

HSA

Job summary

FNBO is seeking a Sr. Associate, Investments and Planning to advise affluent clients through multiple delivery channels of investment management, fiduciary guidance, specialized asset management, full-service financial planning and business succession planning.

The ideal candidate has a bachelor’s degree in Business Administration or related field, 3+ years in financial services, FINRA Series 7 and 66 registrations, life/health and variable contracts licenses, and a proven track record of

Qualifications

• Bachelor’s degree in Business Administration or related field, or equivalent experience.
• 3+ years in investment or financial services industry.
• FINRA Series 7 and 66 registrations; life, health and variable contracts licenses.

Responsibilities

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

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.Summary of the Job:The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.About This Role:Duties May Include:Serves as an advisor to affluent clients with sophisticated investment needsMeets regularly with clients to assess client financial situation to determine investment objectives and risk toleranceDevelops networks with third party referral sources to develop new business. Partners with internal bank specialists to provide a full array of expertise to clientsThe Ideal Candidate for This Role:Bachelor’s degree in Business Administration or related field or equivalent experience.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.Previous successful business development activities and effective relationship management experience.Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship managementProven sales skills, preferably in the investment industry.Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.Ability to work collaboratively and cohesively within a team environment.Strong knowledge of the finance industry and the local, state, national and global economy.Ability to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.Ability to communicate confidently with customers and prospects demonstrating poise while speaking. Exceptional verbal and written communication including presentations and recommendations.Understands and contributes to intended customer experience of helpful, easy and personal.Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.Candidates must possess unrestricted work authorization and not require future sponsorship.Work Environment:It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Compensation and Benefits Overview:We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:Medical, Dental, Vision Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .To obtain compensation and benefit information related to this specific role, e-mail FNBO at [e-mail] . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20261380Equal Opportunity & Belonging:FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.Learn more here.FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.Click here to download 'EEO is The Law' Self-Print PosterClick here to download 'EEO is The Law' Supplement for Federal ContractorsClick here to download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.