Sr. Financial Advisor
About the role
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
Responsibilities
- 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
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
- 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
Qualifications
- Candidates must possess unrestricted work authorization and not require future sponsorship
Skills
- Exceptional verbal and written communication
- 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
- Understanding and contributing to intended customer experience of helpful, easy and personal
Benefits
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
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 (listed below) in the subject line of your message.
Job number: R-20261005
Pay
Compensation and benefits overview
Schedule
Compensation and benefits overview
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.