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Fort Collins, CO - Harmony Branch
Source: First National careers · View original posting
From First National's posting. “We” and “our” refer to the employer.
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.
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 client’s needs, utilizing an open platform, product-agnostic strategies, and commitment to a fiduciary standard.
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.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation
Compensation range (base pay): $50,630.00-$83,540.00 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.
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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