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Senior Wealth Advisor Affluent Clients
Job in
Fort Collins, Larimer County, Colorado, 80523, USA
Listed on 2026-07-01
Listing for:
FNBO
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
FNBO in Fort Collins is seeking a Sr. Financial Advisor to provide expert financial planning, investment management, and fiduciary advice to affluent clients. This role involves assessing clients' financial situations, developing networks, and collaborating with bank specialists for comprehensive solutions.
The ideal candidate will possess a Bachelor's degree, have at least 3 years of financial services experience, and hold necessary FINRA registrations. We offer competitive compensation and comprehensive benefits to support your growth and well-being.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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