FNBO · 5 hours ago
Financial Advisor
Fort Collins, CO
Full-time
Onsite
Mid Level
3+ years expFNBO is committed to the success of its employees and is seeking a Financial Advisor to provide investment management and financial planning services to affluent clients. The role involves business development, client relationship management, and delivering holistic wealth management solutions while ensuring compliance with regulatory standards.
AccountingBankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers
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
Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals
Recognize and transform client needs into relevant product and service offerings, expanding client relationships
Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs
Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency
Actively participate in local civic organizations, fostering connections within the community
Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities
Qualification
Required
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
Candidates must possess unrestricted work authorization and not require future sponsorship
Benefits
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
Company
FNBO
FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Spyers
Chief Technology Officer
Chris Inserra
CFO - Enterprise Technology Services
Recent News
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