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:
Summary of the Job:
About This Role:
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 basic 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 basic to moderate 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.
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.
The Ideal Candidate for This Role:
Compensation range (base pay): $0.00-$0.00
Final compensation offer to candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level.
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20230112
Equity, Diversity, & Inclusion:
FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
See the full FNBO Equity, Diversity, & Inclusion Statement here
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
|Date Posted||January 12, 2023|
|Date Closes||March 13, 2023|
|Address||4603 South Timberline Fort Collins, CO 80528-3004|
|Located In||Fort collins, CO|
|Work At||Fort Collins, CO - Harmony Branch|