Financial Advisor - Plano TX
Financial Advisor - Plano TX
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Job Description
At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.
Our Modern Flexible Workplace:
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.It is anticipated that an incumbent in this role will work onsite for 3 or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.
Summary of the Job:
Why FNBO
With 167 years of putting clients first FNBO offers a valuesdriven culture and a supportive network across multiple branches. Our referral partners span departments including Commercial & Business Banking Retail Banking & Mortgage and Trust & Private Wealth Reserve. Join us and benefit from the exceptional support available to our Financial Advisors.
What We Offer:
Competitive Grids
Generous Draws
Transition Assistance
Succession Packages
About This Role:
Key Responsibilities:
- Business Development: Implement sales strategies and action plans to build networks and thirdparty referrals growing relationships with new and existing customers.
- Client Relationship Management: Serve as a trusted advisor offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs goals and risk tolerance.
- Holistic Wealth Management: Deliver solutions across savings investments planning and insurance to support clients wealth preservation and longterm goals.
- Solution Identification: Recognize and transform client needs into relevant product and service offerings expanding client relationships.
- Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients needs.
- Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
- Community Engagement: Actively participate in local civic organizations fostering connections within the community.
- Compliance & Ethics: Uphold bank policies laws and FINRA/SEC regulations ensuring compliance with the banks BSA/AML Program as it applies to all job responsibilities.
If youre ready to join a legacy of clientcentric service lets chat!
The Ideal Candidate for This Role:
- Bachelors 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 customers needs to best deliver a comprehensive solution for the customer.
- 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 intended customer experience of helpful easy and personal.
- Flexibility of schedule to accommodate client meetings occurring prior to or after normal business hours.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and worklife balance we offer benefits to match your needs:
Medical Dental Vision Insurance
401k With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
ShortTerm/LongTerm Disability Insurance
Learn more about FNBO benefits here: obtain compensation and benefit information related to this specific role email FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.
Job number: REquity Diversity & Inclusion:
FNBO is committed to belonging inclusion diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this we foster a culture of belonging and inclusion so that every employee is valued and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
See the full FNBO Equity Diversity & Inclusion Statement here
All qualified applicants will receive consideration for employment without regard to age race color religion sex sexual orientation gender identity national origin protected veteran status or disability status.
Click here to download EEO is The Law SelfPrint Poster
Click here to download EEO is The Law Supplement for Federal Contractors
Click here to download EEO is The Law GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer Member FDIC
FNBO follows federal law regarding the use of (this applies to all nonCalifornia applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
