Financial Advisor

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.

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 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.

Openings in multiple locations across the FNBO Footprint. ***
Omaha, Nebraska
DeKalb, Illinois
Sugar Grove, Illinois
Council Bluffs, Iowa
Plano, Texas

About This Role:

 

• Business Development: Implement sales strategies and action plans to build networks and third-party referrals, growing relationships with new and existing customers.
• Client Relationship Management: Serve as a trusted advisor, offering personalized investment guidance and comprehensive financial planning solutions. Meet regularly with clients to assess needs, goals, and risk tolerance.
• Holistic Wealth Management: Deliver solutions across savings, investments, planning, and insurance to support clients’ wealth preservation and long-term goals.
• Solution Identification: Recognize and transform client needs into relevant product and service offerings, expanding client relationships.
• Analytical Problem Solving: Apply technical knowledge and sound judgment to provide innovative solutions for clients’ needs.
• Team Collaboration: Work closely with Financial Advisor Associates to optimize client experiences and resource efficiency.
• Community Engagement: Actively participate in local civic organizations, fostering connections within the community.
• Compliance & Ethics: Uphold bank policies, laws, and FINRA/SEC regulations, ensuring compliance with the bank's BSA/AML Program as it applies to all job responsibilities.

If you’re ready to join a legacy of client-centric service, let’s chat!

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The Ideal Candidate for This Role:

 

• Required Qualifications:

• 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.
• Proven sales skills, preferably in the investment industry.
• Ability to provide