Associate II Centralized Advisory Group
Associate II Centralized Advisory Group
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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:
Summary of the Job:
About This Role:
Serve as an advisor to clients with more traditional investment needs working to assess client financial situations and determine investment objectives/risk tolerance
Develop networks with third party referral sources to identify new business and partner with internal bank specialists to provide a full array of expertise to clients.
Client expansion and retention work including client management and subject matter expertise in administration and fiduciary obligations
Provide effective client management services and advisory services to clients which may include investment management trust estate planning or business succession planning
Securities and trust account administration
Provide administration assistance to an assigned portfolio observing risk management and compliance policies and governing legal documents
The Ideal Candidate for This Role:
- Bachelors Degree in Business Administration or related field or equivalent experience
- 2 years experience in investment and financial services
- FINRA Series 7 & 66 (or Series 63 & 65 registrations
- State Life Accident & Health and Variable Contract insurance licenses
- Fast thinking sales mentality
- Maintain an ongoing knowledge of the industry and the economy
Compensation:
Compensation range (base pay): $49637.00$81902.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience education and/or skill level.
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: additional information regarding compensation and benefits 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: REqual Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno 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.
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:
IC
Employment Type
Full-Time
