Sr. Financial Advisor

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Sr. 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: 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 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...