Sr. Financial Advisor

Summary of the Job

Senior Financial Advisor is accountable for advising affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full‑service financial planning and business succession planning.

• Serves as an advisor to affluent clients with sophisticated investment needs.
• Meets regularly with clients to assess financial situation and determine investment objectives and risk tolerance.
• Develops networks with third‑party referral sources to develop new business.
• Partners 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 activities and effective relationship‑management experience.
• Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management.
• 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 and cohesively within a team environment.
• Strong knowledge of the finance industry and the local, state, national and global economy.
• Ability to listen attentively to customers’ needs to best deliver a comprehensive solution for them.
• Ability to communicate confidently with customers and prospects, demonstrating poise while speaking. Exceptional verbal and written communication, including presentations and recommendations.
• Understands and contributes to the intended customer experience of helpful, easy and personal.
• Flexibility of schedule to accommodate client meetings occurring before or after normal business hours.

Candidates must possess unrestricted work authorization and not require future sponsorship.

The incumbent will work onsite at the posted location, where a collaborative, innovative culture fosters mentorship and professional growth. Work location is subject to change based on business needs.

• Medical, Dental and Vision Insurance
• 401(k) with matching contributions
• Time‑off programs
• Health Savings Account (HSA)/Dependent Care
• Employee Banking
• Growth opportunities
• Tuition assistance
• Short‑term and long‑term disability insurance

FNBO believes that the quality of our employee experience is at the heart of our customer experience. A key pillar of our intended employee experience is Belonging, which means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized and empowered to be their authentic selves—no matter their role or where they are in their journey.

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 (this applies to all non‑California applicants).

Final date to receive applications:
All job postings will be posted for a minimum of 5 calendar days; postings may come down prior to 5 days based on volume of applicants.