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Associate II – Centralized Advisory Group
| Company | FNBO |
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| Location | Omaha, NE, USA |
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| Salary | $49637 – $81902 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
No preferred qualifications provided.
