Financial Advisor

About the role

The Sr. Associate, Investments and Planning advises affluent clients through various channels including investment management, fiduciary advice, specialized asset management, financial planning, and business succession planning.

Responsibilities

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Mets regularly with clients to assess financial situations and determine investment objectives and risk tolerance.
• Develops networks with third-party referral sources to generate new business.
• PARTNERS WITH INTERNAL BANK SPECIALISTS TO PROVIDE A FULL ARRAY OF EXPERTISE TO CLIENTS.

Requirements

• 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.
• 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.

Qualifications

• Candidates must possess unrestricted work authorization and not require future sponsorship.

Skills

• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple tasks and priorities effectively.
• Knowledge of financial markets and investment strategies.

Benefits

We offer a variety of benefits designed to keep you and your family physically and financially healthy. These include:

• Medical, Dental, and Vision Insurance.
• 401(k) with matching contributions.
• Time off programs.
• Health Savings Account (HSA)/Dependent Care.
• Employee Banking.
• Growth opportunities.
• Tuition assistance.
• Short-term/long-term disability insurance.

To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (R-20251271) in the subject line of your message.

Pay

Compensation and benefit information related to this specific role can be obtained by emailing FNBO at TAGAdmin@fnni.com. Please include the number of this job (R-20251271) in the subject line of your message.

Schedule

Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.

Equal Opportunity & Belonging

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Learn more about our commitment to Belonging here.

Contact Information

To learn more about FNBO and apply for this position, please visit our careers page: https://www.fnbo.com/careers.