Sr. Financial Advisor

First National Bank•Fort Collins, CO

2d•Onsite

About The Position

The Sr. Associate, Investments and Planning is accountable to advise affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning.

Requirements

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.
Demonstrated track record of originating new business, transitioning an existing book of clients, and growing revenue through targeted prospecting and relationship management
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.
Exceptional verbal and written communication including presentations and recommendations.
Understands and contributes to intended customer experience of helpful, easy and personal.
Candidates must possess unrestricted work authorization and not require future sponsorship.

Responsibilities

Serves as an advisor to affluent clients with sophisticated investment needs
Meets regularly with clients to assess client financial situation to determine investment objectives and risk tolerance
Develops networks with third party referral sources to develop new business.
Partners with internal bank specialists to provide a full array of expertise to clients