Sr. Financial Advisor
Summary Of The Job
The Sr. Financial Advisor advises affluent clients through various investment management, fiduciary advice, specialized asset management, financial planning, and business succession planning.
About This Role
- 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 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.
- 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.
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
EEO & 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.
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 Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement
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)