Financial Advisor

Financial Advisor

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Our Modern, Flexible Workplace :

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers. It is anticipated that an incumbent in this role will work onsite 100% of the time and will have 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 :

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 :

To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number : R-20250686

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.

Application Deadline :

All our 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.