Associate II, Centralized Advisory Group

First National Bank of Omaha•Fort Collins, CO

7d•Onsite

About The Position

The Financial Advisor, Client Advisory Group (CAG) is a trusted financial advisor to and advocate for First National Investments & Planning clients and prospects with simple to moderately complex financial planning and investment needs. The role provides advice through integrated financial planning, investment management, and insurance services, supporting an existing local, regional, and national client base. The advisor works to broaden client relationships by understanding individual needs and using open-platform, product-agnostic strategies while adhering to a fiduciary standard. The position includes advising clients with traditional investment needs, assessing their financial situations and investment objectives, and supporting client relationships and portfolio administration in accordance with risk-management, compliance, and legal requirements. The incumbent is anticipated to work onsite at the posted location, though the work location may change based on business needs.

Requirements

Bachelor’s degree in Business Administration or a related field, or equivalent experience.
At least 2 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.
Maintain ongoing knowledge of the industry and the economy.
Unrestricted work authorization without a need for future sponsorship.

Responsibilities

Advise clients with traditional investment needs by assessing their financial situations, 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.
Support client expansion and retention through client management and subject-matter expertise in administration and fiduciary obligations.
Provide 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.