Associate II, Centralized Advisory Group
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 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary Of The Job
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 FACSS advises through the integrated delivery financial planning, investment management & insurance services. The FACSS will support our existing local, regional, and national client base, working to broaden the scope of client relationships through an understanding of each individual clients needs, utilizing an open platform, product-agnostic strategies, and commitment to a fiduciary standard.
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): $49,637.00-$81,902.00
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 work-life 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
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250314
Equal 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.
Learn more here.
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' Self-Print 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 marijuana (this applies to all non-California 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.
Apply Now
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 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary Of The Job
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 FACSS advises through the integrated delivery financial planning, investment management & insurance services. The FACSS will support our existing local, regional, and national client base, working to broaden the scope of client relationships through an understanding of each individual clients needs, utilizing an open platform, product-agnostic strategies, and commitment to a fiduciary standard.
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): $49,637.00-$81,902.00
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 work-life 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
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20250314
Equal 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.
Learn more here.
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' Self-Print 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 marijuana (this applies to all non-California 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.
Apply Now