Sr. Financial Advisor

Summary

Summary of the Job:
The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

• Serve as an advisor to affluent clients with sophisticated investment needs.
• Meet regularly with clients to assess financial situation, determine investment objectives and risk tolerance.
• Develop networks with third‑party referral sources to develop new business.
• Partner with internal bank specialists to provide a full array of expertise to clients.

• Bachelor’s degree in Business Administration or related field or equivalent experience.
• 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 (or Series 63 & 65) registrations.
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development and effective relationship management experience.
• Proven sales skills, preferably in the investment industry.
• Ability to provide basic investment advice and guidance to customers adhering to all fiduciary standards.
• Ability to work collaboratively in a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Excellent listening and communication skills.

Work is anticipated to be onsite at the posted location, with flexibility for client meetings prior to or after normal business hours. The environment fosters innovation, mentorship, and collaboration.

Compensation includes a competitive salary. Benefits offer a comprehensive package: medical, dental, vision insurance, 401(k) with matching contributions, time off programs, Health Savings Account, dependent care assistance, employee banking, growth opportunities, tuition assistance, short‑term and long‑term disability insurance.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. FNBO follows federal law regarding the use of marijuana (applies to all non‑California applicants).