Sr. Financial Advisor
Company: FNBO
Location: Fort Collins
Posted on: February 20, 2021
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Job Description:
At FNBO, our employees are the heart of our story--and we're
committed to their success! Please see below the details of this
career opportunity and how it fits into our organization's
success.The Senior Financial Advisor is a trusted advisor who will
serve customers ready to optimize their financial wellbeing.
Through an advisor led approach, the Senior Financial Advisor will
serve as a planning generalist to help individuals in every life
stage, achieve their banking and long term planning needs. The
typical customer will have Investible Assets between $500K to $5M.
The Senior Financial Advisor will be the primary relationship
manager that delivers and/or brings in resources to deliver advice,
guidance and solutions to individuals to create and maintain
financial wellbeing around their long term life goals. The
objective is to provide Personalized Education, Advice, Guidance
and Solutions at the right time to help customers improve their
financial well-being.Job Specific
Responsibilities/Accountabilities: Implement successful sales
strategies and business development action plans to develop
networks and third party referral sources to enable exposure and
opportunities to develop new business and deepen relationships with
existing customers. Achieve business revenue goals by growing and
retaining customer relationships utilizing effective relationship
management skills, effective sales strategies and engaging internal
and external sources.Serve new and existing customers with moderate
to complex investment needs by providing personalized education,
advice, and guidance to deliver long term planning and investment
advice and solutions to effectively manage every life stage,
achieve their banking and long term planning needs and to preserve
their overall wealth. Advisors will provide holistic advice
including savings, investments, planning and insurance.Meet
regularly with customers to assess their financial situation,
needs, objectives and risk tolerance.Identify opportunities
designed to meet the needs of the customer and, as appropriate,
expand each customer relationship by transforming the customer's
needs into relevant product/service offerings.Apply functional and
technical knowledge to solve moderate to complex problems using
sound analytical thought to exercise judgment and identify
innovative solutions. Fully utilize and work in collaboration with
Financial Advisor Associate to maximize the client experience and
to be efficient with resources.Interpret internal and external
business challenges and recommend solutions for a customer's needs
today and for the future.Consult and leverage internal or external
resources when necessary to serve a customer's more complex
needs.Properly execute transactions on a given investment platform
in a timely manner.Serve as a mentor to Financial Advisors by
transferring knowledge of the investment and financial industry,
sales strategies, relationship management skills, local and
national economy, and overall business acumen.Participate as an
active member of meaningful committees or boards of local civic
organizations.Exhibit professional behavior and promote positive
and collaborative working relationships. Understand and comply with
bank policy, laws, and FINRA / SEC regulations, and the bank's
BSA/AML Program, as applicable to all job duties.Required
Qualifications:
Keywords: FNBO, Fort Collins , Sr. Financial Advisor, Accounting, Auditing , Fort Collins, Colorado
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