Senior Investment & Planning Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
FNBO seeks a Sr. Associate, Investments and Planning to advise affluent clients across multiple channels, delivering investment management, fiduciary guidance, and comprehensive financial planning.
You will collaborate with internal specialists to offer a full range of services and develop new business opportunities. The role requires a Bachelor’s degree and several industry licenses, with a focus on relationship-building and revenue growth within a team environment.
For the Senior Investment & Planning Advisor position at Firstnational, we are reviewing applications now.
The position is based in Fort Collins, CO, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Investment & Planning Advisor role in the description above.
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