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Advisor, Investments & Planning

First National Bank Fort Collins, CO
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Job Description

Job Description

This position can be located in the Fort Collins area.
Overview:
1. Advisory Service: The FA serves as advisor to clients with more traditional financial needs, which may include investment management, trust, estate planning or business succession planning. Given the complexity of the needs of the client segment, the FA will provide advisory services to their current client base and prospective clients.
2. Business Development: Meet or exceed defined asset based growth and retention, individual and unit goals and profitability objectives.
3. Retail Branch Integration:
· Identifies and matches client needs with subject matter experts and existing business unit products and services.




Job Qualifications

Basic Qualifications:

1. Bachelors degree or equivalent experience
2. Minimum 2 years experience in investment and financial services
3. FINRA Series 7 & 66 (or 6 & 65) registrations.
4. Maintain an ongoing knowledge of the industry and the economy.

Additional Desired Qualifications:

1. State Life, Accident & Health and Variable Contract insurance licenses.
2. Certifications or degree such as AWMA, CWM, CWS, CRPC, CFP, CLU, or MBA or ability to earn accreditation.

Job Details

Date Posted September 13, 2017
Date Closes November 12, 2017
Requisition 37-15024
Located In Fort collins, CO
Work At Fort Collins - Harmony Branch
Schedule Monday - Firday 8-5
Days of Week Full-time
SOC Category 00-0000.00

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