Financial Advisor

The Financial Advisor serves as a trusted advisor and client advocate for Fremont Bank’s high-net-worth clients within an assigned geographic market. Reporting to the Fremont Bank Investment Department Director and/or Senior Vice President, the Financial Advisor is responsible for developing and maintaining strong client relationships, delivering customized investment and financial planning solutions, and identifying opportunities to deepen client relationships and grow the practice.

The role requires a strong understanding of financial markets, investment strategy, risk management, and fiduciary responsibilities, combined with the ability to collaborate effectively with clients, banking partners, investment professionals, and external centers of influence.

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to  yes
• Core Values:
  • Go above and beyond for clients
  • Foster a supportive and empowering environment for associates
  • Deeply invest in the well-being of our local community

• Serve as a trusted advisor and primary investment resource for high-net-worth clients, developing a comprehensive understanding of their financial goals, objectives, risk tolerance, liquidity requirements, and future needs.
• Develop, implement, and continuously monitor customized investment strategies and financial plans aligned with client objectives, investment policies, and applicable regulatory requirements.
• Provide proactive, client-centered advice, including strategic and tactical portfolio recommendations, investment opportunities, risk management strategies, and portfolio rebalancing.
• Monitor client portfolios and investment activities to ensure alignment with established objectives, policies, risk parameters, and compliance requirements.
• Identify and address complex client investment needs, including liquidity requirements, financing considerations, market events, and changes in financial circumstances.
• Build, maintain, and grow an assigned book of high-net-worth clients through exceptional service, proactive communication, relationship management, and business development.
• Develop and maintain strong relationships with centers of influence, including attorneys, CPAs, insurance professionals, business leaders, and other professional and community organizations.
• Collaborate with internal banking and investment teams to deliver comprehensive solutions and strengthen overall client relationships.
• Utilize CRM, financial planning, research, and portfolio management technology to enhance client service and deliver customized solutions.
• Ensure assets are accepted, managed, and administered in accordance with operational controls, policies, procedures, and regulatory requirements.
• Review client agreements and documentation to ensure the Bank’s responsibilities, authority, and potential liabilities are appropriately addressed.
• Maintain current knowledge of financial markets, economics, investment products, industry developments, and regulatory requirements.
• Participate in ongoing professional development, training, coaching, research, and peer collaboration to continually enhance investment knowledge…