Wealth Advisor: Fiduciary Planning & Investments

First National Bank; Fort Collins (CO); On-site; USD 51,000 - 84,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401k, With Matching Contributions

Time Off Programs

Health Savings Account (HSA)/Dependent

Employee Banking

Growth Opportunities

Tuition Assistance

Short-Term/Long-Term Disability

Job summary

First National Bank is seeking a Financial Advisor for its Client Advisory Group (CAG). You will serve as a trusted advisor, addressing simple to moderately complex financial planning and investment needs, and collaborate with internal specialists to deliver comprehensive services.

You will develop and sustain client relationships, expand referrals, and provide advisory services across investment management, trust, and estate planning while upholding fiduciary standards.

Qualifications

• Bachelor's degree or equivalent experience needed.
• 2 years experience in investment/financial services.
• FINRA Series 7 & 66 registrations.
• State Life, Accident & Health and Variable Contract licenses.
• Fast thinking sales mentality.
• Ongoing knowledge of industry and economy.

Responsibilities

• Advise clients with traditional investment needs and assess financial situations and risk tolerance.
• Develop networks with referral sources and partner with bank specialists to offer full financial services.
• Support client expansion and retention, including client management and fiduciary duties.
• Provide advisory services across investment management, trust, estate planning, or business succession planning.
• Manage securities and trust accounts; observe risk management and compliance policies.
• Support assigned portfolio administration and ensure alignment with legal documents.

Skills

Investment/financial services

Sales mindset

Industry/economy knowledge

Education

Bachelor's Degree in Business Administration or related field

FINRA Series 7 & 66

State Life, Accident & Health and Variable Contract licenses

Job description

First National Bank is seeking a Financial Advisor for its Client Advisory Group (CAG). You will serve as a trusted advisor, addressing simple to moderately complex financial planning and investment needs, and collaborate with internal specialists to deliver comprehensive services.

You will develop and sustain client relationships, expand referrals, and provide advisory services across investment management, trust, and estate planning while upholding fiduciary standards.