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Vice President, Wealth and Investments
Job in
Fort Collins, Larimer County, Colorado, 80523, USA
Listed on 2025-12-07
Listing for:
First National Bank
Full Time
position Listed on 2025-12-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
** Client Experience
** Deepen & enhance relationships through a comprehensive, multigenerational wealth experience including estate planning, governance education, philanthropy, and concierge solutions
• 10–15+ years of leadership in private wealth serving HNW/UHNW clients
• Demonstrated ability to win and retain complex client relationships
• Bachelor’s degree required; MBA or advanced planning credentials preferred
• Licenses: FINRA Series 65/66 required
• Advanced designations desired: CFP, CFA, CTFA, CIMA, CPA, CEPA
* 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
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 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. We strive to represent the communities in which we serve.
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