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Senior Investments & Planning Advisor
Job in
Fort Collins, Larimer County, Colorado, 80523, USA
Listed on 2026-08-17
Listing for:
First National Bank
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
First National Bank is seeking a Sr. Associate, Investments and Planning to advise affluent clients through investment management, fiduciary guidance, and comprehensive financial planning.
You’ll work across channels, develop client relationships, and collaborate with bank specialists to deliver tailored solutions. The ideal candidate holds a business degree, 3+ years in investments, FINRA licenses, life/health and variable contracts, and proven business development capabilities to grow revenue
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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