FNBO
Overview
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Sr. Associate, Financial Advisor
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FNBO 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. Responsibilities
Serves as an advisor to affluent clients with sophisticated investment needs. Meets regularly with clients to assess 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. 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 deliver a comprehensive solution. Ability to communicate confidently with customers and prospects, including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal service. Flexibility of schedule to accommodate client meetings outside normal business hours. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment
It is anticipated that the incumbent will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a collaborative culture. 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/ To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. Include the job number in the subject line of your message. Job number: R-20251271 Equal Opportunity & Belonging
FNBO is an equal opportunity employer 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 be removed prior to 5 days based on volume of applicants.
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Join to apply for the
Sr. Associate, Financial Advisor
role at
FNBO 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. Responsibilities
Serves as an advisor to affluent clients with sophisticated investment needs. Meets regularly with clients to assess 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. 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 deliver a comprehensive solution. Ability to communicate confidently with customers and prospects, including presentations and recommendations. Understands and contributes to intended customer experience of helpful, easy and personal service. Flexibility of schedule to accommodate client meetings outside normal business hours. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment
It is anticipated that the incumbent will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a collaborative culture. 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/ To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. Include the job number in the subject line of your message. Job number: R-20251271 Equal Opportunity & Belonging
FNBO is an equal opportunity employer 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 be removed prior to 5 days based on volume of applicants.
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