Sr. Financial Advisor

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

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 needs
• Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance
• Develops networks with third party referral sources to develop new business. Partners with internal bank specialists to provide a full array of expertise to clients

The 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 management
• Proven 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 Insurance
• 401k, With Matching Contributions
• Time Off Programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth Opportunities
• Tuition Assistance
• Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

Job number: R-20261380

Equal 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.

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO 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.