Sr. Financial Advisor

Summary of the Job:
The Sr. 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.

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

• Bachelor’s degree in Business Administration, a related field, or equivalent experience.
• Minimum 3 years of experience in the investment or financial services industry.
• FINRA Series 7 and 66 registrations (or Series 63 & 65).
• State Life, Accident & Health and Variable Contract insurance licenses.
• Previous successful business development activities and effective relationship‑management experience.
• Proven track record of originating new business, transitioning existing client books, and growing revenue through targeted prospecting and relationship management.
• Proven sales skills, preferably within the investment industry.
• Ability to provide basic investment advice and guidance to customers while 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.
• Acute listening skills to identify customer needs and deliver comprehensive solutions.
• Confidence in communicating with customers and prospects, demonstrating poise during discussions.
• Exceptional verbal and written communication, including presentations and recommendations.
• Commitment to delivering a customer experience that is helpful, easy, and personal.
• Flexibility to accommodate client meetings outside normal business hours.
• Unrestricted work authorization and no future sponsorship required.

• Medical, Dental, and Vision Insurance
• 401(k) with company matching contributions
• Time Off Programs
• Health Savings Account (HSA) / Dependent Care Account
• Employee Banking and Growth Opportunities
• Tuition Assistance Program
• Short‑Term and Long‑Term Disability Insurance

FNBO is an equal‑opportunity employer for all employees and applicants.