Associate II, Centralized Advisory Group

Financial Advisor, Client Advisory Group

The Financial Advisor, Client Advisory Group (CAG) is a trusted financial advisor and advocate for First National Investments & Planning clients and prospects with simple to moderately complex financial planning and investment needs. This role provides advice through the integrated delivery of financial planning, investment management & insurance services. The Advisor will support our existing local, regional, and national client base, by deepening client relationships through an understanding of each individual client's needs, utilizing product-agnostic strategies, and commitment to fiduciary standards.

About This Role :

• Serve as an advisor to clients with traditional investment needs, working to assess client financial situations and determine investment objectives and risk tolerance.
• Provide financial planning services and investment recommendations to clients and prospects.
• Develop relationships with referral sources to identify new business and partner with internal bank specialists to provide a comprehensive solution to clients.
• Expand and retain client relationships through comprehensive account management and subject matter expertise.
• Provide administration assistance to an assigned portfolio observing risk management and compliance policies.
• Support investment program initiatives through active engagement with clients, prospects and internal business partners.

The Ideal Candidate for This Role :

Compensation range (base pay) : $49,637.00-$81,902.00

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and / or skill level.

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. Please note that work location is subject to change based on business needs.

Benefits Overview :

Equal Opportunity & 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 selvesno 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.