Associate II, Centralized Advisory Group

First National Bank•Fort Collins, CO

8d•$50,630 - $83,540•Onsite

About The Position

The Financial Advisor, Client Advisory Group (CAG) is a trusted financial advisor and advocate for First National Investments & Planning clients and prospects with simple to moderately complex financial planning and investment needs. The advisor provides integrated financial planning, investment management, and insurance services to an existing local, regional, and national client base. The role focuses on broadening client relationships by understanding individual needs and using an open platform, product-agnostic strategies, and a fiduciary standard. The position advises clients with traditional investment needs, assesses their financial situations, and determines investment objectives and risk tolerance. It also supports client expansion and retention, develops third-party referral networks, partners with internal bank specialists, and provides client management and advisory services that may include investment management, trust, estate planning, and business succession planning. The role includes securities and trust account administration and assistance with an assigned portfolio while observing risk management, compliance policies, and governing legal documents. The role is anticipated to be performed onsite at the posted location. The work location may change based on business needs. The compensation range is $50,630.00–$83,540.00 in base pay; the final offer may vary based on experience, education, and skill level.

Requirements

Bachelor's degree in Business Administration or a related field, or equivalent experience.
Two years of experience in investment and financial services.
FINRA Series 7 and 66 registrations, or Series 63 and 65 registrations.
State Life, Accident & Health, and Variable Contract insurance licenses.
Fast-thinking sales mentality.
Unrestricted work authorization; candidates must not require future sponsorship.

Responsibilities

Advise clients with traditional investment needs by assessing their financial situations and determining investment objectives and risk tolerance.
Develop networks with third-party referral sources to identify new business.
Partner with internal bank specialists to provide clients with a full array of expertise.
Perform client expansion and retention work, including client management and providing subject matter expertise in administration and fiduciary obligations.
Provide effective client management and advisory services, which may include investment management, trust, estate planning, or business succession planning.
Administer securities and trust accounts.
Provide administration assistance to an assigned portfolio while observing risk management and compliance policies and governing legal documents.
Maintain ongoing knowledge of the industry and the economy.