FNBO
Overview
Join to apply for the
Financial Advisor
role at
FNBO . At FNBO, our employees are the heart of our story—and we’re committed to their success. Our Modern, Flexible Workplace fosters collaboration with customers and coworkers. This role is anticipated to be onsite 100% with a dedicated workspace; work location is subject to change based on business needs. Summary Of The Job The Financial Advisor 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. About This Role
Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals.
Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs.
Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
The Ideal Candidate For This Role
Required Qualifications:
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.
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. Please include the job number in the subject line:
R-20250686 .
Equal Opportunity & Belonging FNBO believes that the quality of our employee experience is at the heart of our customer experience. 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.
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 jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
#J-18808-Ljbffr
Join to apply for the
Financial Advisor
role at
FNBO . At FNBO, our employees are the heart of our story—and we’re committed to their success. Our Modern, Flexible Workplace fosters collaboration with customers and coworkers. This role is anticipated to be onsite 100% with a dedicated workspace; work location is subject to change based on business needs. Summary Of The Job The Financial Advisor 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. About This Role
Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals.
Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs.
Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.
The Ideal Candidate For This Role
Required Qualifications:
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.
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. Please include the job number in the subject line:
R-20250686 .
Equal Opportunity & Belonging FNBO believes that the quality of our employee experience is at the heart of our customer experience. 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.
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 jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
#J-18808-Ljbffr