Search the 7 jobs at Fnbo

The Financial Advisor Associate provides daily customer support and enables efficient practice management for Financial Advisor teams. They work closely with Advisors to deliver advice, guidance, and investment solutions, supporting individuals' financial wellbeing. Responsibilities include managing customer portfolios, onboarding new customers, preparing documentation, monitoring account activity, and assisting with financial planning processes.

Assist manager in planning, prioritizing, and reporting on Lockbox processing. Serve as subject matter expert on all aspects of lockbox processing. Identify training opportunities for team members and ensure adherence to regulations.

The Financial Advisor is responsible for serving clients with simple to moderately complex investment needs, providing personalized education, advice, and guidance for long-term planning and investment solutions. The role also involves meeting with customers regularly, developing business revenue goals, and complying with financial regulations.

The Financial Advisor is responsible for serving clients with simple to moderately complex investment needs, providing personalized education, advice, and guidance to achieve long-term planning and investment goals. They must meet revenue goals, grow customer relationships, and ensure compliance with regulations.

The Financial Advisor is a trusted advisor who serves clients with simple to moderately complex investment needs. Responsibilities include implementing sales strategies, developing networks, providing personalized education and advice, assessing financial situations, and complying with regulations.

The Financial Advisor is a trusted advisor who will serve clients ready to start with simple to moderately complex investment needs. Through an advisor led approach, the Financial Advisor will serve as a planning generalist to help individuals in every life stage, achieve their banking and long term planning needs.

Join as a Lead Capacity Engineer to drive IT infrastructure efficiency and optimize performance. Design capacity planning models, analyze resource consumption trends, and mentor junior engineers. Work on cloud platforms, data centers, and network resources to support decision-making for various teams.