Financial Advisor

Overview:


At FNBO, our employees are the heart of our story-and we're committed to their success! We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.
Responsibilities:

* Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers

* Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions

* Deliver solutions across savings, investments, planning, and insurance to support clients' wealth preservation and long-term goals

* Recognize and transform client needs into relevant product and service offerings, expanding client relationships

* Apply technical knowledge and sound judgment to provide innovative solutions for clients' needs

* Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency

* Actively participate in local civic organizations, fostering connections within the community

* Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities

Qualifications:

* 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

* 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 customer's needs to best deliver a comprehensive solution for the customer

* Ability to communicate confidently with customers and prospects demonstrating poise while speaking

* Ability to understand and contribute to intended customer experience of helpful, easy and personal

* Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours

Benefits:

* Medical, Dental, Vision Insurance

* 401k, With Matching Contributions

* Time Off Programs

* Health Savings Account (HSA)/Dependent Care

* Employee Banking

* Growth Opportunities

* Tuition Assistance

* Short-Term/Long-Term Disability Insurance